Private Placement Operations Associate bei M Financial Group

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

Role Summary:
The Private Placement Operations Associate will be responsible for operational administrative support. This position will also provide team assistance with reporting and operational administration support that includes tracking tasks, invoicing, problem resolution, and communications.

Responsibilities:

• Support the team with private placement life insurance (PPLI) content creation, brochure updates, and
  Member Firm educational materials
• Assist in maintaining private placement reports (Breakage, Short of Liquid Asset, and SharePoint, etc.)
• Perform biweekly review of PBI database death sweep functions
• Collect and organize information from various sources like computer data and sales histories
• Support the team’s efforts by handling, filing and updating frequently used folders, materials for New
  Business
• Assist in maintaining and tracking new and old funds using Salesforce
• Upload all new factsheets monthly and quarterly to Member Firm Portal
• Monitor internal and external requests for accuracy and timeliness
• Maintain and update the web portal and related documents to ensure all information is current
• Periodically draft professional correspondence to vendors, fund managers and administrators, Member
  Firms, insurance carriers, and internal teams
• Assist with invoicing and budget items
• Assist with additional projects and duties as assigned

Qualifications:

• Experience with Salesforce or other CRM system preferred
• Excellent written and verbal communication skills
• Proactive qualities with the willingness to learn
• Accuracy and attention to detail are critical for success
• Strong interpersonal skills to effectively communicate and build relationships with team members
• Able to work, both independently as well as a member of a team
• Working knowledge of Microsoft Office Suite

Job Conditions & Environment:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to
  work one day per week remotely 
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.