Back Office Operations Specialist

5 days ago


Orlando, Florida, United States International Assets Advisory, LLC Full time
Job Overview

A leading broker-dealer is seeking a skilled Back Office Operations Specialist to join its team. The ideal candidate will be responsible for assisting Field Advisors with various client account inquiries and providing support with navigation of internal systems.

Key Responsibilities
  • Respond to client account questions in a timely and professional manner.
  • Provide guidance on the use of internal systems, including Gateway and other Field Advisor tools.
  • Set up new accounts accurately and efficiently.
  • Initiate and confirm completion of account transfers (ACATs).
  • Assist advisors with money movement requests (checks, Fed wires, and ACH).
  • Update client account information in the database.
Requirements
  • Strong knowledge of Microsoft Office, including Word, Excel, and Outlook.
  • Excellent communication skills, both verbal and written.
  • Ability to prioritize tasks and work efficiently in a fast-paced environment.
Preferred Qualifications
  • Bachelor's degree in Finance or Accounting, or equivalent experience.
  • Familiarity with financial industry concepts, practices, and procedures.

The estimated salary for this position is $55,000 - $65,000 per year, depending on experience.



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