Operations Associate

About Us:

Global Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management. With over 350 producing advisors in more than 120 offices throughout the United States, GRP’s financial advisors provide investment services to over 9,000 retirement plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding our operational team.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Why Choose Us?

With offices located in Carlsbad and San Rafael, CA, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At GRP, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our financial services professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Summary:

This is an entry level position that reports to the Director of Compensation of Global Retirement Partners, LLC, an SEC registered investment advisor, and is responsible for various RIA operational procedures and processes across the firm. Recent college graduates interested in the financial services industry or those with 1-2 years of industry experience are encouraged to apply.

Duties and Responsibilities:

• Organization and filing of documents and records
• Data entry
• Communicating operational requirements to advisor teams
• Compensation reporting
• Editing of client Service Agreements
• Client facing training on operational processes and procedures
• Management of online document storage
• Service Agreement reconciliation and reporting
• Own and/or support operational projects and initiatives
• Management of Salesforce CRM
• Management of Orion Connect

Qualifications:

• Bachelor's Degree or equivalent work experience
• Some Financial Services industry experience preferred but not required
• Risk assessment, problem-solving and decision-making skills
• Self-driven and able to work well independently in deadline-oriented environment
• Excellent Written and verbal communication skills
• Proficient in MS Office products
• Master level knowledge of MS Excel preferred
• Onsite or hybrid work environment. Must be able to commute to office located in San Rafael, CA.

Featured Benefits:

• $55,000-$70,000 per year plus 10% yearly discretionary bonus
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Working Conditions:

• Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

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Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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