Open Positions

Operations Associate - Financial Services - Grow With Us!

Location: Montvale, New Jersey
Date Posted: 05-09-2018
We are looking for someone with smarts, attention to detail, a can do attitude and a strong interest in professional growth to join and grow with our growing company.

Madison Trust / Broad Financial is an integrated, rapidly growing, Rockland County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We occupy a strong niche in the IRA / Alternative Investment space and are poised to take full advantage of the Crowdfunding and Self Direction boom.

We are seeking a Operations Associate to join - and grow with - our Self Directed IRA client support team. You will ensure a smooth process for our clients and provide white glove client support. You will garner exposure to the operational, compliance and customer support functions of a growing financial services firm.

Responsibilities
  • Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
  • Conduct timely follow up with clients and guide them in the transfer and funding process.
  • Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
  • Answer and direct incoming client inquiries and direct them to the appropriate department.
Requirements
  • A can do attitude and a strong interest professional growth.
  • Highly organized with the ability to multitask and track multiple workflows simultaneously.
  • Background in customer support, financial / banking services a plus.
  • A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
  • Bachelors degree in a related field a plus though definitely not a requirement.
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