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D&D Insurance Agency Inc is seeking a Money Desk Specialist to support financial advisors and clients with various money movement and operational requests. The role requires strong organizational, communication, and problem-solving skills, along with experience in client service within the financial industry.
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Job Summary
The Money Desk Specialist serves as the primary contact for advisors and clients, providing exceptional customer service regarding money movement requests.
This role requires processing daily operational tasks such as distributions, wire transfers, ACH setups, and trade orders with high accuracy.
Integrity is a hyper-growth company offering a competitive compensation package and a family-like environment that prioritizes employee well-being.
Matching Summary
Match Score: 75
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D&D Insurance Agency Inc is seeking a Money Desk Specialist to support financial advisors and clients with various money movement and operational requests. The role requires strong organizational, communication, and problem-solving skills, along with experience in client service within the financial industry.
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Skills & Requirements
Must-have
1 year broker-dealer or RIA experience
2 years client service or operations experience
High proficiency in Microsoft Office suite
Strong written and oral communication skills
Nice-to-have
Exceptional organizational and time management
Flexibility to drive various projects
Proven cross-functional collaboration ability
Key Requirements
Bachelor's degree from four-year college or university