Operations Associate I

Job Description

We are seeking a highly motivated Operations Associate to join our growing financial services firm. As the firm continues to expand, this role is essential to maintaining smooth, accurate, and compliant operational processes.

The Operations Associate supports account opening workflows, processes client paperwork, and assists with day-to-day operational tasks. This role works closely with Operations and Compliance personnel to support advisors and ensure a high standard of operational excellence and service.

Some industry experience is preferred but not required. We are willing to train candidates who demonstrate strong aptitude, attention to detail, and a desire to build a long-term career in financial services. This position is ideal for someone seeking foundational experience in investment operations within a collaborative team environment.

Primary Responsibilities

• Process new account opening paperwork and related documentation with a high degree of accuracy
• Perform data entry, review, and maintenance within the firm’s systems
• Assist with daily operational tasks and support ongoing process improvement initiatives
• Collaborate with team members to ensure efficient back-office operations and a positive advisor experience
• Support firm initiatives, company-wide projects, and attend firm functions as needed

Required Skills & Qualifications

• Strong organizational skills with the ability to manage multiple workflows simultaneously
• Exceptional attention to detail and commitment to accuracy
• Clear and professional written and verbal communication skills
• Problem-solving ability, including identifying issues, proposing solutions, and escalating when appropriate
• Team-oriented mindset with a willingness to contribute to a collaborative and positive work environment
• Familiarity with financial services or custodial processes is preferred but not required; training will be provided

Education & Experience

• Bachelor’s degree preferred; candidates with relevant experience or coursework will be considered
• Prior exposure to financial services or investment operations is helpful but not required

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.