Broker Dealer Advisory Coordinator

Employment Type: Full-time

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Position Overview

We are seeking a Broker Dealer Advisory Coordinator to support our advisory/UMA programs.

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About Voya

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now.

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Responsibilities

• Advisory Fee and Financial plan fee billing processing, reconciliation and QA.
• Advisory billing maintenance including: adding, updating, and maintaining fee schedules, billing households, calculation rules, and procedures.
• Set up and monitor ongoing financial planning fees.
• Advisory account maintenance.
• Review all advisory account paperwork for accuracy and completeness.
• Add, update, and maintain account inceptions, terminations, and models.
• Generate Periodic and Exception Reports.
• Create and maintain Performance Households.
• Provide customer service. Reviews and resolves inquiries for advisors, clients, and internal partners.
• Provide operational support for Advisory projects and product development/maintenance.
• Cross-train on other areas such as new accounts, money desk, transfers, maintenance, etc. to assist areas during times of need.
• Other duties as assigned.

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Knowledge & Experience

• Working knowledge of Advisory accounts.
• Working knowledge of NetX360 and Orion are required.
• Proficient in Microsoft Excel.
• High attention to detail with high accuracy in processing required.
• Able to work in a fast-paced environment.
• Excellent customer service attitude and skills required.
• Two years plus related experience.
• Strong communication and organizational skills.

Preferred Knowledge & Experience

• Series 7 License preferred.
• Folio Dynamix preferred.

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Compensation & Benefits

Salary Range: $33,770 - $56,270 USD

Pay Disclosure: Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The salary range reflects the expected hiring range for this position. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Actual compensation offered may vary based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated.

Be Well. Stay Well.: Voya provides resources designed to make a difference in your life, fostering physical, financial, social, and emotional well-being.

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Location Type:

• Information not provided.

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Application Instructions

• Information not provided.