Operations Support

Concorde Investment Services: Concorde is a nationally recognized SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm that empowers financial professionals, their clients and the community at large through a comprehensive, thoughtfully interconnected ecosystem of investment solutions designed to help reach financial goals and objectives. Operations Support / Virtual Assistant Operations Support/Virtual Assistant team member provides our field offices a smooth experience from transition, training, new business paperwork completion and problem-solving utilizing team communication and resources available. Roles and Responsibilities: Consistently meet expectations by displaying courtesy and sensitivity. Respond thoroughly and accurately to inquiries from field offices and home office staff. Display a commitment to excellence to our field offices and home office staff by quick turn-around of the request. Supports a team environment by putting the success of the team above own self-interests, being open and objective when considering others’ views, offering assistance and support to co-workers, working cooperatively in group situations, and continually contributing to a positive team spirit. Maintain the expertise/skills required to accurately process a wide range of requests for multiple lines of businesses maintained on a variety of operating systems. Display initiative by volunteering for projects or special assignments, proactively obtaining or providing help or training when needed, confronting difficult situations, and using negotiating skills to resolve conflict. Promote company core values and support company standards. Identify and react to a vast variety of day‐to‐day issues that will affect the company in many ways, both financially and logistically Outreach to field offices to build relationships and ensure new business expectations and submissions are being met. Train offices nationwide to access and use the firm's new business and transitions systems. Work collaboratively across departments to facilitate new business and problem resolution. Data entry and general incoming calls on an as-needed basis. Abilities Required: Work independently as well as collaboratively within a team environment. Must possess a service‐oriented nature, excellent human relations skills, and a solid work ethic with a positive attitude. Take ownership and hold themselves accountable for delivering results that matter. Forward-thinking, quick-learner, self-starter looking to work in a fast-paced and risk-oriented environment. Must be flexible and adaptable within a transformational firm. Prioritize tasks and goals, ensuring timeliness. Cultivate and maintain positive relationships with clients and internal associates alike. Communicate well verbally and in writing. Financial industry experience and/or experience with financial products/services Job Type: Full-time Pay: From $19.00 per hour Expected hours: 40 per week Benefits: 401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Paid time off Vision insurance Schedule: 8 hour shift Work Location: In person