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Operations Associate
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- Our client, a growing wealth management firm, is seeking an Operations Associate to handle insurance operations, marketing support, and key administrative duties.
- Handle client service requests (beneficiary updates, basic banking, contact info), and manage life insurance exam scheduling.
- Manage calendars across multiple time zones, ensuring meetings are confirmed and rescheduled as needed with minimal errors.
- Run insurance models (term, whole life, variable, LTC, annuities) and prepare case notes, annual reviews, and external insurance quotes.
- Update the website, schedule LinkedIn posts, and assist with marketing and retirement seminar planning (flyers, invites, etc
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