Operations Specialist
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Job Description
Independent Financial Group (IFG) is currently seeking an Operations Specialist.
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 532 independent financial professionals across 377 offices nationwide.
IFG was named among the Fastest Growing Private Companies in the US by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.
Job Duties
- Become proficient in all processes within Operations and assist with daily processing as needed to ensure service levels are met
- Ensure compliance with prescribed internal policies and regulatory practices
- Assist IFG Investment professionals with client account questions and training
- Assist IFG Investment professionals with Pershing navigational questions
Qualifications
- Prior industry experience preferred
- SIE or Series 7, or desire to obtain licensing
- Four-year degree from an accredited University
Compensation
- IFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, free on-site fitness center, and provides employee events throughout the year.