Money Desk Specialist bei Integritymarketing

The Role

Money Desk Specialist works directly with and supports firm’s advisors and clients with requests related to money movement and other specialized back-office tasks. This person assists in processing of requests such as distributions, wire transfers, ACH, cost basis inquiries, account transfers, trade orders, and similar. Serving as the primary contact for advisors and clients, the Money Desk Specialist is there to provide exceptional customer service.

Essential Job Functions, other duties assigned

Accurately and efficiently process day to day operational requests including but not limited to distributions and check requests, check deposits, wires, ACH set up, cost basis inquiries, transfer delays, trade orders, and similar.

Assist the advisors with questions related to paperwork completion requirements and firm processes and procedures.

Act as a liaison between the account custodian and the advisor/client. Cleary communicate the custodial and firm’s requirements as they apply to the request to ensure efficient process and elimination of NIGOs.

Proactively research and analyze issues for a fast and effective resolution.

Work closely with other departments within the firm to collaborate on customer service, issues and projects.

Knowledge, Skills, and Abilities

Must display Core Values

Strong computer skills with high level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)

Strong written and oral communication skills

Exceptional organizational and time management skills

Flexibility to take on a variety of projects and drive them to implementation

Proven ability to collaborate cross-functionally

Strong problem-solving skills, can identify and resolve problems in a timely manner

Experience and Education

Experience:

1 year of working directly with a broker-dealer, RIA, or insurance organization.

2 years experience in Client Service or Operations with Brokerage/Financial Industry

Education:

Bachelor's degree from four-year College or University; one to two years related experience and/or training; or equivalent combination of related education and experience and/or training.

Licensing:

FINRA Series 7 required within first 6 months of employment and Series 65/66 preferred but not required

Physical Requirements

Office Position

Travel

None

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.