The Role
The Money Desk Specialist serves as a key partner to the firm's advisors and clients, supporting a variety of money movement requests and specialized operational functions. This role is responsible for processing transactions such as distributions, wire transfers, ACH requests, cost basis inquiries, account transfers, trade orders, and other related activities.
As a primary point of contact, the Money Desk Specialist delivers exceptional service by providing timely support, clear communication, and operational expertise to both advisors and clients.
Essential Job Functions, other duties assigned
Accurately and efficiently process daily operational requests, including but not limited to distributions, check requests, check deposits, wire transfers, ACH setups, cost basis inquiries, account transfers, transfer delays, and trade orders.
Support advisors by answering questions related to paperwork requirements, firm policies, procedures, and operational processes.
Serve as a liaison between advisors, clients, and account custodians. Clearly communicate custodian and firm requirements to facilitate timely processing and minimize Not-In-Good-Order (NIGO) submissions.
Proactively research, analyze, and resolve operational issues to ensure a seamless client and advisor experience.
Collaborate closely with internal departments to support customer service initiatives, resolve issues, and contribute to projects and process improvements.
Knowledge, Skills, and Abilities
Demonstrate and uphold the firm's Core Values.
Strong computer skills with a high level of proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
Excellent written and verbal communication skills.
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Flexibility to take ownership of a variety of projects and drive them through implementation.
Proven ability to collaborate effectively across teams and departments.
Strong analytical and problem-solving skills with the ability to identify issues and implement timely solutions.
Experience and Education:
Experience
Minimum of 2 years of experience working directly with a broker-dealer, Registered Investment Advisor (RIA), or insurance organization.
Minimum of 4 years of client service, operations, or related experience within the financial services industry.
Education
Bachelor's degree from an accredited four-year college or university, or an equivalent combination of education, training, and relevant work experience.
Licensing
FINRA Series 7 required within the first six months of employment.
Series 65 or Series 66 preferred, but not required.
Office-based position.
No travel required.
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.
Skills Required
- Minimum 2 years experience working directly with a broker-dealer, RIA, or insurance organization.
- Minimum 4 years of client service, operations, or related experience within the financial services industry.
- Bachelor's degree or equivalent combination of education, training, and relevant work experience.
- FINRA Series 7 required within the first six months of employment.
- Series 65 or Series 66.
- High proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent written and verbal communication skills.
- Exceptional organizational skills with ability to manage multiple priorities in a fast-paced environment.
- Ability to collaborate effectively across teams and departments.
- Office-based work (on-site).
What We Do
Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.
