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Operations Support Analyst (IMA Wealth)

Company: The IMA Financial Group, Inc.
Location: Wichita
Posted on: August 6, 2022

Job Description:

Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Work closely with management to achieve outcomes based on company goalsProcess Development & ImprovementReview company policies and business processAnalyze data and information to identify business opportunitiesCreate monthly reports to management on key findings and assessmentsRecommend updates to procedures to improve performanceKeep updated on industry and market trendsAccounting / ReportingCreating invoices and credit memos for clientsMonitoring/posting collectionsManaging status of accounts and balances to identify inconsistenciesEvaluate and process vendor invoices to identify cost effectiveness across all platformsOversee preparation and distribution of client reporting; auditing for accuracyGeneral Office ResponsibilitiesMonitor incoming correspondence for compliance purposesAnswering phonesSupply OrdersCollege degree & 2+ years' experience in financial industry preferredKnowledge and background in accounting preferredIntermediate MS Office 365 skills required (specifically PowerPoint, Outlook, Word, and Excel) Willingness to obtain FINRA Series 99 license This Job Description is not a complete statement of all duties and responsibilities comprising this position.The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional DevelopmentWe've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry.2021 Business Insurance Magazine Best Places to Work in Insurance, #1 in large category2021 Inc. 5000's List of Fastest Growing Companies 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Puget Sound Business Journal's Washington's Best Workplaces2021 Los Angeles Business Journal's Best Places to Work2021 Denver Business Journal's Best Places to Work2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in Alaska2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2021 Wichita Business Journal's Fastest Growing Companies List2020 Business Insurance Magazine Best Places to Work in Insurance

Keywords: The IMA Financial Group, Inc., Wichita , Operations Support Analyst (IMA Wealth), Professions , Wichita, Kansas

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