Operations Coordinator

Operations Coordinator

We are seeking an Operations Coordinator to join the Brokerage Operations area. This role involves independent and timely review and processing of Non Registered Associates, Registered Admin, and testing kits.

Responsibilities

• Conduct accurate audits to completely identify paperwork that is not in good order.
• Perform high-quality check-in calls that add value to newly affiliated individuals.
• Send professional welcome emails to newly affiliated individuals within Service Level Agreements.
• Accurately and timely process transitioning business.
• Contact product companies for Change of Representative updates and update status on client tracking sheets.
• Close all assigned opportunities in Salesforce promptly to prevent backlog.

Essential Skills

• Proficiency in accounting, reconciling, and data entry.
• Experience in processing annuities and brokerage transactions.
• Knowledge of Pershing, finance, and accounting processes.

Additional Skills & Qualifications

• Candidates with a Business degree are preferred, but not required.
• 1+ years of experience in the financial services industry.
• 1+ years of experience in processing within a high volume and deadline-driven environment.
• 1+ years of experience in a processing, accounting, or production-driven environment.

Work Environment

The work environment is business casual, featuring an open cubicle style. The company promotes a flexible work culture, not strictly adhering to clock-in and clock-out times. While there is no lunchroom serving food, there is a designated area to eat. The standard work shift is from 8 am to 5 pm.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, Iowa.

Pay and Benefits

The pay range for this position is $18.00 - $19.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in West Des Moines, IA.

Application Deadline

This position is anticipated to close on Sep 10, 2025.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.