Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will ...
Quick apply
Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will ...
The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer ... associates. * Display self-motivation and multi-tasking skills. * Possess excellent listening and ...
The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer ... associates. * Display self-motivation and multi-tasking skills. * Possess excellent listening and ...
The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer ... associates. * Display self-motivation and multi-tasking skills. * Possess excellent listening and ...
The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer ... associates. * Display self-motivation and multi-tasking skills. * Possess excellent listening and ...
Operations Analyst
Charlottesville, VA · On-site
The position will report to the Senior Operations Associate and primary responsibilities will include: cash management and reconciliation, investment accounting, valuation, and reporting, audit and ...
New
Operations Analyst
Charlottesville, VA · On-site
The position will report to the Senior Operations Associate and primary responsibilities will include: cash management and reconciliation, investment accounting, valuation, and reporting, audit and ...
New
Operations Analyst
Charlottesville, VA · On-site
The position will report to the Senior Operations Associate and primary responsibilities will include: cash management and reconciliation, investment accounting, valuation, and reporting, audit and ...
New
Operations Analyst
Charlottesville, VA · On-site
The position will report to the Senior Operations Associate and primary responsibilities will include: cash management and reconciliation, investment accounting, valuation, and reporting, audit and ...
New
Client Reporting & Accounting Associate
Charlottesville, VA · On-site +1
$90K - $105K/yr
The Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Reporting & Accounting Associate
Charlottesville, VA · On-site +1
$90K - $105K/yr
The Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment ... The role provides exposure to a wide range of investment operations activities including portfolio ...
For over seven decades investor-owned utilities, municipalities, cooperatives, and others have entrusted their electrical construction and maintenance needs to Davis H. Elliot Company, Inc. (Elliot)
For over seven decades investor-owned utilities, municipalities, cooperatives, and others have entrusted their electrical construction and maintenance needs to Davis H. Elliot Company, Inc. (Elliot)
For over seven decades investor-owned utilities, municipalities, cooperatives, and others have entrusted their electrical construction and maintenance needs to Davis H. Elliot Company, Inc. (Elliot)
For over seven decades investor-owned utilities, municipalities, cooperatives, and others have entrusted their electrical construction and maintenance needs to Davis H. Elliot Company, Inc. (Elliot)
Agency Operations Associate - Real Estate Tax & Escrow Analysis Are you looking for a challenging ... Ensure all tax payment documentation meets investor and regulatory standards. * Escrow Analysis ...
Agency Operations Associate - Real Estate Tax & Escrow Analysis Are you looking for a challenging ... Ensure all tax payment documentation meets investor and regulatory standards. * Escrow Analysis ...
Agency Operations Associate - Real Estate Tax & Escrow Analysis Are you looking for a challenging ... Ensure all tax payment documentation meets investor and regulatory standards. * Escrow Analysis ...
Agency Operations Associate - Real Estate Tax & Escrow Analysis Are you looking for a challenging ... Ensure all tax payment documentation meets investor and regulatory standards. * Escrow Analysis ...
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Quick apply
Client Reporting and Accounting Associate
Charlottesville, VA · On-site
$90K - $105K/yr
... Associate plays a key role in supporting nonprofit investment portfolios through performance ... The role provides exposure to a wide range of investment operations activities including portfolio ...
Client Service Associate
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth ... Strong understanding of investment operations, financial planning processes, and compliance ...
Quick apply
Client Service Associate
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth ... Strong understanding of investment operations, financial planning processes, and compliance ...
GARAGE - Operations Associate PT - Tysons Corner Center
Mclean, VA · On-site
$15.30 - $17.30/hr
Reporting to the Store Manager, your role as Operations Associate is all about keeping the store ... A growing brand that invests in its people and their future. * A competitive base salary.
GARAGE - Operations Associate PT - Tysons Corner Center
Mclean, VA · On-site
$15.30 - $17.30/hr
Reporting to the Store Manager, your role as Operations Associate is all about keeping the store ... A growing brand that invests in its people and their future. * A competitive base salary.
You'll be rewarded for investing in your community, celebrated for being your authentic self, and ... Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network ...
You'll be rewarded for investing in your community, celebrated for being your authentic self, and ... Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network ...
Equestrian Operations Staff
Lynchburg, VA · On-site
Availability to work a variety of different shifts (weekends, early morning, afternoon, late night ... to conduct operations. * Must be able to lift a minimum of 50 lbs. WORKING CONDITIONSWork ...
Equestrian Operations Staff
Lynchburg, VA · On-site
Availability to work a variety of different shifts (weekends, early morning, afternoon, late night ... to conduct operations. * Must be able to lift a minimum of 50 lbs. WORKING CONDITIONSWork ...
Equestrian Operations Staff
Lynchburg, VA · On-site
Availability to work a variety of different shifts (weekends, early morning, afternoon, late night ... to conduct operations. * Must be able to lift a minimum of 50 lbs. WORKING CONDITIONS Work ...
Equestrian Operations Staff
Lynchburg, VA · On-site
Availability to work a variety of different shifts (weekends, early morning, afternoon, late night ... to conduct operations. * Must be able to lift a minimum of 50 lbs. WORKING CONDITIONS Work ...
Strategic Finance and Business Operations Associate
Arlington, VA · On-site
$130K - $263K/yr
Role Summary The Finance and Operations team focuses on some of Twenty's most critical business ... When investors ask questions in the next fundraise, your modeling work is what helps answer them ...
Strategic Finance and Business Operations Associate
Arlington, VA · On-site
$130K - $263K/yr
Role Summary The Finance and Operations team focuses on some of Twenty's most critical business ... When investors ask questions in the next fundraise, your modeling work is what helps answer them ...
Associate, Credit & Investment
Richmond, VA · On-site
CSC is seeking an experienced Associate to serve as part of our Credit & Investment team. The ... operational, and/or strategic decision-making positions * Strong analytical and problem-solving ...
Associate, Credit & Investment
Richmond, VA · On-site
CSC is seeking an experienced Associate to serve as part of our Credit & Investment team. The ... operational, and/or strategic decision-making positions * Strong analytical and problem-solving ...
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Full-time
Re-posted 21 days ago
Job description
Position Overview:
Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.
The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.
Key Responsibilities:
Investment & Insurance Operations:
- Manage investment and insurance new business from submission through completion
- Prepare and submit account paperwork with a high level of accuracy
- Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions
- Track cases across custodians and internal systems to ensure timely execution
- Coordinate with custodians, carriers, and internal team members throughout the process
Insurance Operations & Case Management:
- Process insurance applications from underwriting through policy delivery
- Coordinate medical exams and gather underwriting requirements
- Monitor case progress and proactively follow up on outstanding items
- Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes
Client Service & Advisor Support:
- Serve as a point of contact for operational and service-related client requests
- Communicate professionally with clients, advisors, and external partners
- Support advisors by preparing materials and ensuring operational readiness
- Help deliver a seamless, high-touch client experience
Operations & Process Improvement:
- Maintain accurate CRM and operational records
- Ensure workflows stay organized and nothing falls through the cracks
- Identify inefficiencies and help improve operational processes
- Assist in building scalable systems to support the firm’s continued growth
Qualifications:
- Experience within financial services, wealth management, insurance, or investment operations preferred
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong communication and problem-solving abilities
- Experience working with CRM systems and operational platforms
- Licenses: Life & Health Insurance and/or Series 6 or 7 required
What Makes Someone Successful in This Role:
- Strong sense of ownership and accountability
- Proactive and resourceful mindset
- Ability to anticipate needs and solve problems independently
- Team-oriented with a strong work ethic
- Adaptable and comfortable in a fast-moving environment
- Eagerness to learn and grow professionally
About Claire Myers Consulting
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
1 - 10 Employees
Headquarters location
Sonoma, CA, US
Year founded
2017