Financial Operations Coordinator
6 days ago
Overview:
E.A. Buck Financial Services is a rapidly growing financial services company with a strong presence in Denver and Honolulu. We are seeking an experienced professional to join our team as an Operations Specialist.
About the Role:
This full-time position will be based out of our Denver office and involves working closely with advisor offices and the home office to ensure alignment between technology and business goals. The successful candidate will have excellent communication skills, be highly organized, and possess advanced computer skills.
Key Responsibilities:
- Maintain network infrastructure and ensure best practices for data security and management
- Work with vendors to identify efficiencies and maintain hardware and software systems
- Perform audits to ensure compliance with network operations standards
- Provide training and support to users on IT applications and systems
- Develop and maintain operational reports and dashboards in Salesforce
- Collaborate with the COO to ensure effective onboarding and use of new technologies
Requirements:
- Bachelor's Degree
- 1-2 years' experience in Financial Services or a related field
- Advanced Microsoft Excel skills
- Salesforce reporting or dashboard experience
- Securities, Life, or Annuity experience preferred
- Self-directed, motivated, and strong interpersonal communication skills
- Highly organized, analytical, and advanced computer skills
Salary and Benefits:
We offer a competitive salary range of $45,000 to $65,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including 100% employer-paid health, dental, and vision insurance, eligibility to enroll in a health savings account, flexible savings account, paid vacation (PTO), and paid holidays.
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