Operations Coordinator

Summary

USI Insurance Services is an insurance brokerage and consulting firm providing retirement plan consulting and benefits administration services. The Operations Coordinator will support the Investment Advisory Department by handling administrative and operational tasks, assisting with client onboarding and retention, coordinating client reviews and documentation, and supporting compliance, billing, trading, and sales activities.

Responsibilities

• Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients
• Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings
• Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings
• Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar
• Complete monthly participant updates
• Assist administrative team in completing Advisory Billing
• Process and record mutual fund trading
• Maintain complete and accurate list of clients. Includes contact information for all DC and DB clients
• Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation
• Assist leadership with compliance documents and registration updates
• Complete Annual Disclosure mailing and maintain accurate records
• Review Defined Benefit client accounts weekly for contributions and cash positions
• File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements
• Provide sales support as needed

Skills

• Associates degree or equivalent work experience in retirement or brokerage industry
• Detail oriented
• Strong organizational skills and ability to multi-task
• Strong client management and presentation skills
• Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word
• Ability to work independently and with a team in a fast-paced environment
• Strong oral, written and interpersonal communication skills
• Bachelor's degree preferred
• Experience with investment related software preferred

Qualifications

Must Haves

• Associates degree or equivalent work experience in retirement or brokerage industry
• Detail oriented
• Strong organizational skills and ability to multi-task
• Strong client management and presentation skills
• Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word
• Ability to work independently and with a team in a fast-paced environment
• Strong oral, written and interpersonal communication skills

Nice to Haves

• Bachelor's degree preferred
• Experience with investment related software preferred

Benefits

• Potential compensation incentives
• Summit Awards program rewarding excellence
• Award-winning wellness program
• College scholarships for associates' children
• Financial help in times of need
• Medical benefits
• Dental benefits
• Vision benefits
• 401(k)
• Flexible spending accounts
• Health savings accounts
• Short- and long-term disability benefits
• Life insurance
• Other unique employer-sponsored and voluntary programs
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time
• Curated education and training resources through the I'm With U diversity and inclusion program
• Employee support programs