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Financial Services Operations Support Specialist

2 months ago

Colorado Springs, Colorado, United States Elanden Advisors Full time

At Elanden Advisors, we are a progressive and rapidly expanding financial services organization dedicated to providing outstanding service and innovative solutions to our clientele. As we grow our team, we are seeking a committed Financial Services Administration Assistant.

Position Overview: The Financial Services Administration Assistant will be integral in enhancing our operational effectiveness and client service capabilities. This role presents a valuable opportunity to influence our firm's success by leveraging your knowledge in financial services operations and client relations.

Key Responsibilities:

  • Oversee daily operational workflows to guarantee efficiency and precision.
  • Facilitate client onboarding processes and assist with ongoing service requirements, including managing client appointments.
  • Act as a communication bridge for back-office functions between various locations.
  • Support the preparation of client documentation and presentations for leadership.
  • Work collaboratively with internal teams to optimize processes and improve service delivery.
  • Keep abreast of industry developments and compliance standards.

Required Qualifications:

  • Prior experience in financial services operations, preferably within a financial advisory or wealth management context.
  • Background in a receptionist or similar capacity, with skills in client scheduling and appointment management.
  • Ability to manage confidential information with integrity and professionalism.
  • Strong analytical abilities with meticulous attention to detail.
  • Proficient in Microsoft Office applications, especially Excel and PowerPoint.
  • Successful completion of a background check, reflecting responsible handling of sensitive information.
  • Understanding of regulatory requirements and compliance practices.

Additional Benefits:

  • Attractive salary structure, complemented by performance-related bonuses.
  • Flexible working arrangements, including the possibility of remote work.
  • Opportunities for career advancement within a supportive team environment.
  • Located in a vibrant community with easy access to various amenities.

Application Instructions: If you are enthusiastic about financial services operations and client relations, and you meet the qualifications outlined above, we invite you to submit your resume along with a cover letter detailing your qualifications and interest in this position. We look forward to the possibility of you joining our team.