Operations Associate

7 days ago


Orlando, United States International Assets Advisory, LLC Full time
Job DescriptionJob Description

A Midsize, full-service Broker-Dealer, providing financial products and services to clients is currently conducting interviews to fill an Operations Associate position to work in the Back Office. The Back Office consists of Trading, New Accounts, Cashiering, and Branch Services. Our Operations Associates are trained in all four areas to be able to assist our Field Advisors with any situation.

Essential Duties and Responsibilities

  • Assist advisors with various client account questions
  • Answer questions and provide support to advisors regarding the navigation of Gateway and other Field Advisor systems
  • Accurately and efficiently set up New Accounts
  • Initiate and confirm completion of account transfers (ACATs)
  • Guide Advisors to the correct client documents need to complete specific tasks
  • Assist advisors with money movement request (Checks, Fed Wires, and ACH)
  • Update client account information in the database
  • Respond to emails and calls from field advisors in a timely manner
  • Ensure an efficient process for a smooth transition for all aspects of Operations
  • Perform additional duties as assigned
  • Be willing and able to learn

Job Requirements

  • Strong knowledge of Microsoft Office, Word, Excel, and Outlook
  • Must be able to communicate well over the phone and by email
  • Must be well organized and have the ability to prioritize tasks
  • Flexible to work beyond the regular work schedule when necessary
  • Series 7 or willing to obtain soon after starting

Preferred

  • Bachelor's degree in Finance/Accounting or 2 plus years of finance/brokerage experience
  • Familiar with a variety of Financial/Brokerage Industry concepts, practices, and procedures
  • knowledge of Docupace, DocuSign, and Adobe a plus

  • Operations Manager

    2 weeks ago


    Orlando, United States Veo - Operations Careers Full time

    Job DescriptionJob DescriptionAt Veo, we are on a mission to end car dependency by making clean transportation accessible to all and advancing the next generation of fully electric micromobility systems. Our fleets are constantly evolving and feature a range of vehicles - from pedal and electric bicycles, to standing and seated e-scooters, e-cargo bikes, and...

  • Store Operation Associate

    Found in: Lensa US P 2 C2 - 7 days ago


    Orlando, United States At Home Stores LLC Full time

    The Store Operations Associate is responsible for unloading, processing, and stocking freight safely and efficiently to maximize product availability for the customer. Key Roles and Responsibilities Provides customers a positive shopping experience Performs cashier duties accurately while processing all transactions per policy. Maintains 5S standards (Sort,...

  • Workflow Operations Associate

    Found in: beBee jobs US - 7 days ago


    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your Opportunity***This position will start on June, 3 2024***At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.In Advisor Services we have built our business on serving the needs of Registered Investment...

  • Workflow Operations Associate

    Found in: beBee S US - 2 weeks ago


    Orlando, United States Charles Schwab & Co, Inc Full time

    Your Opportunity***This position will start on June, 3 2024***At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.In Advisor Services we have built our business on serving the needs of Registered...


  • Orlando, United States A.D. Solutions Full time

    Job DescriptionJob DescriptionAD Solutions is a Business Equipment and Service Provider with headquarters in Orlando, Florida. We are rapidly growing and are looking to add a Warehouse Operations Associate with excellent internal/ external customer service, attention to detail, great communication and warehousing skills. Whatever your professional...


  • Orlando, United States FedEx Full time

    FedEx - 7703 Kingspointe Pkwy [Manufacturing Technician / Production Associate] As a Production Operator at FedEx, you'll: Process and produce Digital and Signs & Graphics print/finish orders as requested and/or directed; Operate Digital and Signs & Graphics printers, binding and other auxiliary equipment; Perform all phases of equipment set-up, operation...

  • Warehouse Associate

    2 days ago


    Orlando, United States Watsco Full time

    Job DescriptionCE Florida currently has an exciting Warehouse Associate opportunity at our Orlando-HUB, FL location. Carrier Enterprise (CE) is a national distributor of residential and light commercial Heating, Ventilation and Air Conditioning (HVAC) products, parts and supplies through licensed HVAC/R dealers and contractors. CE operates primarily in the...

  • Operations Supervisor

    Found in: Talent US C2 - 2 weeks ago


    Orlando, United States Penske Transportation Solutions Full time

    Responsibilities : People • Establish and sustain that all supervisors and associates are trained and competent and understand how their work relates to the customers' business objectives • Establish and sustain that performance standards are communicated that are specific and measurable • Interview hourly associates and provide recommendations...

  • Sales Associate

    Found in: Lensa US P 2 C2 - 4 days ago


    Orlando, United States Spencer Gifts Full time

    Spencer's - JobID: J3N5K078M8ZBKVPK3BP [Retail Sales / Store Assocaite / Cashier] As a Sales Associate @ Spencer's, you'll: Maintain Guest Services; Efficiently operate POS, maintaining security of cash; Support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss...

  • Retail Operations Manager

    Found in: College Recruiter US C2 - 5 days ago


    Orlando, FL, United States Advantage Solutions Full time

    Minimum: USD $75,000.00/Yr.Maximum: USD $90,000.00/Yr.Retail Operations Manager (ROM)At our Company, we grow People, Brands, and Businesses! We are seeking a dynamic Retail Operations Manager (ROM) to be primarily responsible for leading and developing an assigned Retail Selling and Merchandising organization. The ROM will oversee a specific segment of...


  • Orlando, United States Advantage Solutions Full time

    Minimum: USD $75,000.00/Yr.Maximum: USD $90,000.00/Yr.Retail Operations Manager (ROM)At our Company, we grow People, Brands, and Businesses! We are seeking a dynamic Retail Operations Manager (ROM) to be primarily responsible for leading and developing an assigned Retail Selling and Merchandising organization. The ROM will oversee a specific segment of...

  • Retail Operations Manager

    Found in: Lensa US P 2 C2 - 1 week ago


    Orlando, United States Advantage Solutions Full time

    Minimum: USD $75,000.00/Yr. Maximum: USD $90,000.00/Yr. Retail Operations Manager (ROM) At our Company, we grow People, Brands, and Businesses! We are seeking a dynamic Retail Operations Manager (ROM) to be primarily responsible for leading and developing an assigned Retail Selling and Merchandising organization. The ROM will oversee a specific segment of...

  • Grants Associate

    6 days ago


    Orlando, United States Raymond James Full time

    Job Description - Grants Associate (2401145) Job Description Grants Associate - 2401145 Description Job Summary Under direct supervision, provides administrative support for the review and approval of grant requests submitted by RJ Charitable donors. Exchanges basic and non-routine information with internal and external clients and charities and adapts...

  • Building Automation Operator

    Found in: beBee S US - 2 weeks ago


    Orlando, United States Greater Orlando Aviation Authority Full time

    Operate the Central Energy Plant (CEP), monitor and control the HVAC/building automation system, airfield lighting systems, preconditioned air plant systems, main breakers system, switch gear and emergency generator systems, elevator system, various perishable center systems, and standby equipment. Interact with tenants, contractors, outside agencies, and...

  • Building Automation Operator

    Found in: beBee jobs US - 1 week ago


    Orlando, Florida, United States Greater Orlando Aviation Authority Full time

    Operate the Central Energy Plant (CEP), monitor and control the HVAC/building automation system, airfield lighting systems, preconditioned air plant systems, main breakers system, switch gear and emergency generator systems, elevator system, various perishable center systems, and standby equipment. Interact with tenants, contractors, outside agencies, and...


  • Orlando, United States Naztec Staffing Full time

    Job DescriptionJob DescriptionLocation: Orlando, FL (Zip Code: 32824)Company Overview: Join the newest branch of a well-established staffing company with over 21 years of industry experience! We specialize in connecting talented individuals with exciting opportunities in various sectors. As we expand our presence in Orlando, we're seeking dedicated...


  • Orlando, United States Hilton Grand Vacations, Inc. Full time

    Hilton Grand Vacations is a leader in the vacation ownership industry, operating with an unwavering commitment to innovation, quality, and continued growth. At the core of our company's success are our Team Members. We offer a fantastic benefit packa Security, Associate, Overnight, Retail, Hotel

  • Associate Engineer

    16 hours ago


    Orlando, United States ASRC Federal Holding Company Full time

    ASRC Federal Professional Services is seeking an Associate Engineer to join our team. This role will play a crucial role in Avon Park Air Force Ranges engineering projects. The Associate Engineer will work closely with ASRC PM, in-house and Government Project Programmers, AF engineers and subject matter experts in contributing to the design, development, and...

  • Distribution Associate

    Found in: beBee jobs US - 3 days ago


    Orlando, Florida, United States Darden Restaurants, Inc. Full time

    Distribution Associate 1000 Darden Center Dr, Orlando FL 32837 Job Description JOB OVERVIEW:The Distribution Associate supports the Smallwares Resupply team and will be responsible for filling requests/orders with accuracy, and input data into the system. The Associate will also be responsible in the receiving and proper storage of incoming product in their...


  • Orlando, United States Darden RSC Full time

    JOB OVERVIEW: The Distribution Associate supports the Smallwares Resupply team and will be responsible for filling requests/orders with accuracy, and input data into the system. The Associate will also be responsible in the receiving and proper storage of incoming product in their designated location(s). ROLES AND RESPONSIBILITES: - Select requested...