Operations Associate Location: West Des Moines, IA Duration: 4 months Pay: $20/hr - $22/hr (DOE) The Planet Group is seeking an Operations Associate for our Transitions team located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. Core Responsibilities: • Provide high-level operational, customer service, and administrative support in our Transitions department. • Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc. • Respond to email inquiries or phone calls from internal and external customers including registered representatives regarding account status, account changes and process. • Perform research as requested on customer accounts. • Partner with other team members to ensure financial professionals experience consistent, high-quality customer service. • Comply with processes and procedures of the team and regulatory requirements. • Other duties as assigned. Required Knowledge, Skills, and Abilities: • Flexible and adaptable to change • Strong communication and organizational skills • Positive role model to colleagues • Highly responsive to coaching and training • Independent; able to work and resolve complex issues with minimal guidance • Ability to learn quickly and multi-task effectively in a fast-paced environment • Team player attitude • Energetic and results-oriented Desired Knowledge, Skills, and Abilities: • Previous experience in the Finance industry • Bachelor's degree • Series 99, 6, or 7 licensed • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills • Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments Minimum Required Education & Experience: • High School Diploma or GED • 1+ years operations experience • 1+ years of experience with MS Office tools