Job description
Operations Associate
Cowell Financial is an established comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. We are seeking an outstanding individual to join our team in the new position of Operations Associate. This is a wonderful opportunity for an individual to be an important part of a growing firm and make a huge impact on their clients.
Support role to the Director of Operations including the following duties:
- Completion of all insurance applications and obtaining additional information required from clients during the underwriting process
- Handle incoming service requests
- Keep up to date on software system enhancements, new products and compliance changes/opportunities
- Participate in learning opportunities
- Perform other duties as needed
Preferred Qualifications
- Proficiency in Microsoft Excel, Outlook and Word
- Ability to multi-task in a detailed environment
- Commitment to professional development and self-improvement
- Works well independently, as well as collaborating on a team
- Life & Health license preferred – or the ability to acquire within 30 days
This is a full-time position with a great benefits package.
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