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Operations Specialist

4 weeks ago

Maryland Heights, United States Nextgen information services Full time
Job DescriptionJob Description

As an Operations Specialist, your role is to oversee and optimize day-to-day operational processes within an organization, ensuring efficiency, compliance, and smooth workflow across various departments.

 

Responsibilities:

• Manage and execute operational needs of the firm in a fast-paced environment

• Demonstrate strong analytical and problem-solving skills

• Take a proactive approach to problem solving

• Handle multiple tasks simultaneously and stay organized

• Provide high-quality customer service

• Identify opportunities for process improvement

• Stay up-to-date on industry best practices and regulations

• Develop and implement operational procedures and policies

• Prepare and present operational reports to management

 

Qualifications:

• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges

• We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving

• This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment

 

Other Responsibilities

- Process Routine activities/transactions according to department and compliance guidelines. Functions may include but aren't limited to: verifying documents for completeness, completing entries within client/firm accounts, performing calculations relating to exceptions and corrections, and communicating with financial advisors, internal headquarter associates and vendors.
- Give timely and accurate responses to branch and client inquiries with the ability to ask the right question to bring accurate solutions.
- Use knowledge to respond to operational & technical questions while using tools and resources to ensure service is compliant with current policies, procedures, rules, and regulations.

 

Skills:
- Familiarity with Excel, data entry, and data analysis
- Strong customer service and multitasking abilities
- Excellent written, verbal and phone communication skills
- Strong decision making skills
- Ability to accept and adjust to change
- Strong work ethic and desire to work and excel in the financial industry
- Organizational skill and time management skills
Must be able to multi-task and follow-up appropriately to take issues to resolution. Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information