Operations Coordinator

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

Responsibilities:

• 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.

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 potential compensation incentives, 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.