Job Description

Position Description The PAS Operations Associate is responsible for the efficient processing and servicing of all PAS business. This individual is responsible for the day to day administrative duties necessary to respond to inquiries from advisors, advisor admins, and clients, as well as handling all operational issues that arise from the existing client base or new client onboarding. The PAS Operations Associate ensures that the clients' needs are met on a timely basis, in a professional, friendly manner with great attention to detail. They will service as the PAS Operations Subject Matter Expert handling escalations for all administrative staff within the firm. Responsibilities are as follows: Operational Responsibilities · Expert in NetX360 Systems: Client Onboarding, Subscribe (annuities), Account Transfers, Asset Movements, Alerts · Expert understanding of PAS processes and procedures · Responsible for the active monitoring of all Wealth Management business through PAS systems (NetX360 Work Status, Work Basket, Alerts, Envestnet) · Act as operation liaison between firm and PAS, effectively communicating with both PAS operations and service, as well as the agency admins and advisors · Ability to step in and process new business for new advisors or advisors without administrative support · Handle check and security deposits when the firm receives checks or securities from clients · Create, maintain, and update check logs for all locations · Work directly with third party companies regarding application/check mailings · Handle all licensing, registrations, and appointment processes for the firm · Pick up, sort, and distribute mail Service Responsibilities · Respond to inquiries from advisors, admins or directly from clients · Proactive reach-out for Items for Attention and aged Work Basket items · Act as escalation point for firm's administrative assistants · Responsible for the active monitoring of all Wealth Management business through PAS systems (NetX360 Work Status, Work Basket, Alerts, Envestnet) · Work with Admins to facilitate and coordinate targeted training · Distill PAS Wealth Journal for dissemination to appropriate parties within firm · Expert understanding of PAS Quick Reference Cards and all available training materials Preferred Skills/Experience: · College or business school degree preferred · Experience in the financial industry preferred · Working knowledge of Office 365 (Word, Excel) · Able to patiently explain procedures and concepts to a Financial Representatives at various levels of expertise · A good listener, with the ability to ask probing questions, and present solution to complex situations · Ability to work under pressure in a fast-paced work environment · Ability to trouble-shoot · Strong attention to detail · Team player who works effectively in an entrepreneurial environment · Series 7 licensing a plus Company Description Lifetime Financial Growth (LFG) is a general agency of the Guardian Life Insurance Company with a footprint that spans six states. LFG has over 250 representatives who provide personalized planning experiences to LFG's 70,000+ clients in ALL 50 states. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At Lifetime Financial Growth, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.

Company Description

Lifetime Financial Growth (LFG) is a general agency of the Guardian Life Insurance Company with a footprint that spans six states. LFG has over 250 representatives who provide personalized planning experiences to LFG's 70,000+ clients in ALL 50 states. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At Lifetime Financial Growth, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.