About this role
Operations Coordinator at Integrity Marketing. Location: Urbandale, Iowa, United States. Role: processing applications, communicating advisors, entering records Requirements: Process new account applications, enter client records, provide customer service to financial advisors, and support regulatory obligations. High school diploma/GED and at least 1 year working with a broker-dealer, RIA, or insurance preferred; FINRA Series 6/7 preferred; must become non-registered fingerprint person. Category: Business Operations Seniority: Entry Level Certifications: series 6, series 7, non-registered fingerprint Commitment: Full Time Workplace: Onsite Languages: English