Operations Coordinator
Aston Carter
Job Title: Operations Coordinator Job Description
This role as an Operations Coordinator is situated within the Brokerage Operations area. The position requires someone who is eager to learn and adapt to multiple lines of work. It involves ensuring all necessary client documents are accurately maintained and on file.
Responsibilities
+ Process daily tasks associated with your department, including asset movement, account transfers, or setting up and maintaining new accounts.
+ Handle routine and complex transactions accurately, timely, and efficiently.
+ Proactively identify, interpret, and resolve potential problems.
+ Independently follow procedures to meet service level agreements and achieve quality metrics.
+ Learn, use, and support various financial products, software, and systems.
+ Comply with company policies and regulatory requirements.
+ Perform various account reconciliations and calculations.
+ Calculate interest and dividend payments, process incoming contributions, and manage outgoing distributions.
+ Maintain information on various databases and run reports to research information.
Essential Skills
+ Proficient in Accounting, Reconciling, Data Entry, and Processing.
+ Experience with Annuities, Brokerage, and Pershing.
+ 1+ years of experience in the financial services industry.
+ 1+ years of experience processing in a high volume and deadline-driven environment.
Additional Skills & Qualifications
+ Candidates with a Business degree are preferred, but not required.
Work Environment
The work environment is business casual with an open cubicle style. Employees work one day a week in the office. This is not a traditional clock-in and clock-out company, and while there is no lunchroom that serves food, there is a place to eat. The shift is from 8am to 5pm.
Job Type & Location
This is a Contract to Hire position based out of West Des Moines, Iowa.
Pay and Benefits
The pay range for this position is $19.00 - $21.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in West Des Moines,IA.
Application Deadline
This position is anticipated to close on Sep 30, 2025.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
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