# Operations Associate - Symonds Wealth Management

> Kestra Financial Independent Advisor · Fort Worth, United States · — · Posted 2023-09-08

**Workplace:** on_site

**Department:** Financial Services

## Description

![](https://workablehr.s3.amazonaws.com/uploads/photos/91931/60e14c8926436e043844def840e023be.jpg)

  

  

Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.

**Job Title:** Operations Associate

**Job Type:** Full-Time

**Location:** 2512 Horne Street, Suite 100, Fort Worth, TX 76107

**Reports To:** Operations Manager

**Job Overview**

Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication

**Responsibilities and Duties**

-   Operational Duties
    -   Follow necessary steps for investment account creation
    -   Continuous follow up on outstanding requirements during account creation and account funding
    -   Communicate over the phone and email to gather requirements for account creation
    -   Adding, updating, and completing workflows within our CRM system
    -   Address work items in NOT IN GOOD ORDER (NIGO) status
    -   Add and edit account features such as cashiering requests for a client
    -   Work alongside experienced team members and ask for help when needed
-   Customer Service Duties
    -   Create a welcoming experience for all guests and team members
    -   Answer inbound phone calls and route them to the right person or take a message
    -   Handle customer requests and account service items like address and beneficiary changes
    -   Set up and maintain our customer online portal experience in eMoney
-   Administrative Duties
    -   Data Entry
    -   Creating electronic files for clients and accounts
    -   Printing, Scanning, Faxing, Mailing, and Filing

**Qualifications**

-   Experience: 1-3 years preferred but not required
-   Education: College degree preferred but not required
-   Skills Required:
    -   Computer Skills
    -   Communicating Over the Phone
    -   Organizational Skills
    -   Persistency

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/9F69922ECA/apply)

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