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IAS Operations Coordinator


CT - Glastonbury

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General Description:  Maintain clerical, administrative and operations tasks for the Investment Advisory Department. Support Plan Consultants with client onboarding and retention.


·         Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients.

·         Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.

·         Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.

·         Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.

·         Complete monthly participant updates.

·         Assist administrative team in completing Advisory Billing.

·         Process and record mutual fund trading.

·         Maintain complete and accurate list of clients. Includes contact information for all DC and DB clients.

·         Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.

·         Assist leadership with compliance documents and registration updates.

·         Complete Annual Disclosure mailing and maintain accurate records.

·         Review Defined Benefit client accounts weekly for contributions and cash positions.

·         File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.

·         Provide sales support as needed.

Knowledge, Skills and Abilities:

·         Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor’s degree preferred.

·         Experience with investment related software preferred.

·         Detail oriented. Strong organizational skills and ability to multi-task.

·         Strong client management and presentation skills.

·         Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word.

·         Ability to work independently and with a team in a fast-paced environment.

·         Strong oral, written and interpersonal communication skills. 


Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing. 

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head, kneeling or squatting.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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