Direct Business Operations Associate
$45,000–$60,000 year
Remote · St. Louis, Missouri, United States or New York City, New York, United States
St. Louis, Missouri, United States or New York City, New York, United StatesRemoteFull Time$45,000–$60,000 yearMid LevelAssociates DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Unknown
Job Summary
Join Saxony Securities as a Direct Business Operations Associate, supporting independent financial representatives in processing mutual funds, variable annuities, and private placements. This role includes hands-on training and the opportunity for professional development within a collaborative compliance team. Ideal candidates have strong organizational and communication skills, with 3-5 years of relevant administrative experience.
Required Qualifications
- 3-5 years administrative or insurance processing experience preferred, but on-the-job training is available.
- Strong organizational abilities with the capacity to handle high-volume, time-sensitive paperwork.
- Excellent attention to detail and accuracy in form completion.
- Strong interpersonal and communication skills for working with representatives and internal staff.
- Able to prioritize tasks and meet deadlines in a fast-paced environment.
Desired Qualifications
- Proficiency with Microsoft Outlook, Word, and Excel.
- Comfortable editing PDFs and working within workflow processes.
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