Operations Associate

2 weeks ago


Rochester, New York, United States Delibert Employment Solutions Full time
Job Title: Operations Associate

Delibert Employment Solutions is seeking a detail-oriented and organized Operations Associate to join our team. This role is responsible for facilitating the accurate and timely movement of assets, ensuring compliance with industry regulations and firm policies.

Key Responsibilities:

  • Facilitate the accurate and timely movement of assets, ensuring compliance with industry regulations and firm policies.
  • Oversee the process of account opening and account transfers, maintaining meticulous attention to detail.
  • Develop and maintain an in-depth knowledge of relevant industry rules and regulations.
  • Provide exceptional client service through clear and courteous communication, demonstrating professionalism in all interactions.
  • Collaborate with internal teams to streamline operations and enhance efficiency.

Qualifications:

  • Experience:
  • 1-3 years of professional or administrative experience, preferably within the financial services industry.
  • Licenses:
  • Series 7 and Series 66 licenses required, or the ability to obtain them within 18 months of hire.
  • Education:
  • Bachelor's Degree preferred.
  • Skills:
  • Outstanding communication, presentation, and organizational skills.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Professional demeanor with the ability to handle client interactions tactfully and courteously.

Additional Information:

  • This role offers the opportunity to develop a comprehensive understanding of the financial services industry.
  • The ideal candidate will exhibit a proactive approach, a strong sense of responsibility, and a commitment to continuous improvement.

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