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Job Type
Full-time
Description
Job Title:
Associate, New Accounts (THIS POSITION IS NOT REMOTE)
Location:
Tampa, FL
What exactly is the job?
Under general supervision, uses skills obtained through experience and training to establish new, maintain existing client accounts, and transfer of assets. Facilitates problem resolution and document processing including review of supporting legal documents and agreements. Follows department procedures to perform daily functions and assigned tasks.
Who does the employee report to?
Jakub Novak Manager
IFP Employment Benefits:
• 401k
• Health Insurance
• Performance Bonuses (when qualified)
• Competitive Salaries
• Paid time off
IFP is an Equal Opportunity Employer
To Apply: Please send the following, required items:
A. Cover letter in PDF format
B. Resume in PDF format
C. Please send the above items to: Karen Hamm, Chief Administrative Officer, karen.hamm@ifpartners.com before hitting the ‘Apply’ button to officially apply through LinkedIn
Requirements
Why is this position needed? IFP is growing as a firm and the need to expand the New Accounts department is vital to ensure the increasing workload volume are completed within the firm’s service level. The need for an additional associate in New Accounts will provide our clients (Financial Advisors and Sales Assistants) with their day to day back office support.
What are the requirements, roles, responsibilities and expectations of this position?
• Establish new client accounts via department workflows, review documentation requirements for client accounts to meet industry policies and regulations, including Anti Money Laundering.
• Supports and complies with policies and procedures which may also recommend suggestions to improve workflows and procedures.
• Process and contribute to various department related projects and tasks
• Reviews daily tasks for accuracy and completeness according to firm’s service level.
• Answer calls and questions from financial advisors and sales assistants related to transfer of assets, account opening and maintenance.
• Handle new account issues that may require in-depth research and contacting financial advisors and sales assistants on resolution.
What type of software or unique skills are required?
• Proficient skill with Microsoft Office (Excel; Outlook; and Word).
• Sufficient to handle high volume of phone calls and supportive responses.
What are some of the preferred skills and/or software experience that may not be required but strongly desired?
• Comfortable to work in a team based environment.
• Ability to make independent decisions on a variety of issues based on in-depth research and available resources.
• Salesforce
• This is NOT a remote position so must be comfortable commuting to the office.
What type of experience and education are required for this position?
• High School Diploma or equivalent
• 1-2 years experience in an operations/processing position in the brokerage or financial services industry.
What are some specific skills and attributes needed for the employee to be successful at this position?
• Well organized, possess a strong attention to detail and the ability to prioritize and perform multiple tasks
• Excellent written and verbal skills to interact with financial advisors and sales assistants.
• Strong customer service focus to supports firm’s mission and vision.
• Efficiency and flexibility in fast paced environment with the ability to adapt to change.
• Ability to adhere to established company policies.
What is any other relevant information about this position?
• Associate may participate in User Acceptance Testing for system and new process implementation.
• Work constructively under stress and pressure when work load volume increases and meeting deadlines.