OPERATIONS ASSOCIATE in Des Moines, Iowa at Vision Financial Group LLC

We are seeking a detail-oriented Operations Associate to support the administrative engine of our wealth management practice. In this role, you’ll partner with our advisors to create seamless client onboarding experiences, set up new accounts, and keep client files flawless and compliant. If you pride yourself on the details, enjoy solving problems, and love delivering top-notch customer service to clients and team members alike, we’d love to have you on board!

Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What You’ll Do:

Drive Client Onboarding & Account Execution

• Properly establish new client financial accounts by preparing and submitting all required documentation.
• Review paperwork for absolute completeness and accuracy to ensure a seamless onboarding experience.
• Prepare essential forms and materials for client meetings, ensuring advisors have real-time, accurate data.
• Submit and track all required account documentation, actively following through to successful completion.

Maintain Compliance & Data Integrity

• Create and maintain new customer files that are highly organized and fully compliant with industry regulations.
• Prepare required ongoing operational forms related to the maintenance of existing client accounts.
• Leverage internal systems to maintain secure, consistent, and high-quality documentation controls across all workflows.

Deliver Service Excellence

• Resolve internal and external customer inquiries with clarity, speed, and professionalism.
• Maintain strict team standards as set out in our Service Level Agreement (SLA) timing and performance commitments.
• Provide top-tier customer service to all internal team members and external client contacts.

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation: The anticipated wage for this position is $21-$28 per hour, based on your level of experience and technical expertise.

• Associate’s degree in a related field, or equivalent professional experience.
• Exceptional organizational and time management skills; the ability to identify, prioritize, and follow through with team tasks and client needs.
• Strong attention to detail with the proven ability to work efficiently and accurately under strict deadlines.
• A proactive problem solver and reliable team player with professional oral and written communication skills.

Physical Requirements

• Ability to sit or stand for extended periods in an office environment.
• Work on a computer for long durations.
• Occasionally lift up to 15 pounds.