Senior Finanical Planning Operations Associate job in New York City, NY| Recruit Arrow
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Senior Finanical Planning Operations Associate
Location : New York, New York City
Refer job # FLFT338943
Job Responsibilities and Requirements: This will include: - Planning agreements received are in compliance with the Eagle Strategies rules governing the agreements. - Plans are complete per the agreement and within the allotted time frames. - Review submitted plans for accuracy and completeness. - Advisors are compensated timely and accurately for the planning they have done. - Process and record all customer complaints regarding the plan and - Process refunds if required. Advisor Interaction: Communication and Advisor Support: - Timely responses to Advisors around the business submission process. - Clear and distinct written and verbal communications to Advisors around challenges and issue that may have come up with their work product. - Problem resolution surrounding communicated issues. - Training of Advisors and their staff on the planning process. Planning Process Improvements: - As technology improves the need to refine and implement new technologies is critical to improve efficiencies. This position will require thought and execution around process improvement. Audit and Quality: - The business Eagle Strategies engages in is highly regulated. As such, Eagle is audited by a number of Organization, both inside and outside of New York Life. The position will have responsibility around ensuring all process work is done in compliance with regulatory and company rules. The position is also responsible for gathering and supplying all information requested during our various review. Business Continuity Liaison: - FPO will manage and catalogue all records related to third-party pay for service contracts, business resiliency and continuity responsibilities and contingency plans for the Financial Planning and Commissions areas. - Ad Hoc Requests from WM Leadership and Backup for Critical Planning Functions. Qualifications: - Bachelor's Degree or higher - CFP Designation highly recommended for applicants - Minimum 5-10 years of relevant experience; experience working with insurance agents in a career agency business unit is essential - Excellent PC skills in MS Word, Excel, PowerPoint, Lotus Notes, MS Project a plus Excellent written and verbal communication skills - Strong interpersonal skills and the ability to exercise informal influence - Ability to handle multiple priorities simultaneously - High level of professionalism - Professional writing skills - Understanding of operational principals around accuracy, efficiency and speed - Prior exposure to the process associated with creating and publishing various types of operational documents and collateral - including process flows, fact cards and training materials EOE M/F/D/V.
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