Business Operations Supervisor

2 weeks ago


Blue Ash, Ohio, United States EDIS Group Full time

The successful applicant will possess the capability to establish and uphold an effective operational framework that aligns with the organization's objectives. Exceptional organizational abilities, professionalism, and a passion for working within a small, agile, team-focused environment are essential. Key responsibilities will encompass assisting our Wealth Advisors to guarantee uninterrupted client services and enhancing the overall client experience.

Key Responsibilities

  • Manage all facets of financial transactions, including initial account setup, securities trading, and distribution processing. Oversee billing, data management, reconciliation, and performance analytics.
  • Organize and maintain all client documentation, ensuring that files are systematically managed in a digital format.
  • Facilitate the processing of new accounts and ongoing account maintenance by securing necessary approvals and confirming that all client documents are completed and validated.
  • Handle all client financial requests, including Required Minimum Distributions, wire transfers, checks, journal entries, and check deposits.
  • Review daily operations and reconcile current client transactions, fund transfers, and previous day's activities and trades against various clearing firm systems to ensure precision.
  • Assist in the creation of essential documents, PowerPoint presentations, and reports for client meetings.
  • Maintain client relationship management (CRM) records by ensuring client profiles and information are up-to-date.
  • Support daily team operations and requirements, including covering roles during absences or peak periods, while prioritizing a client-centric approach.

Qualifications

  • A minimum of 3 years of experience in a comparable position.
  • Proficient in Microsoft Office Suite.
  • Excellent organizational and communication capabilities.
  • Experience in the financial services or wealth management sector.
  • Demonstrated ability to manage multiple tasks effectively.


  • Blue Ash, Ohio, United States EDIS Group Full time

    The successful applicant will possess the capability to establish and uphold an effective operational framework that aligns with the organizational objectives. Exceptional organizational abilities, professionalism, and the capacity to excel in a small, agile, team-centric environment are essential. Key responsibilities will involve assisting our Wealth...


  • Blue Ash, Ohio, United States Vaco Full time

    Position OverviewAs an Operations Coordination Specialist at Vaco, you will play a crucial role in managing essential processes and supporting our team in various operational tasks. Your responsibilities will include:Managing the Certificate of Insurance (COI) process and collaborating with our insurance vendor alongside the national accounts team.Providing...


  • Blue Ash, Ohio, United States Vaco Full time

    Job DescriptionVaco is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing various financial processes and procedures to ensure the smooth operation of our business.Key Responsibilities:Financial Process Management: Oversee and manage all general accounting...


  • Blue Ash, Ohio, United States Kroger Full time

    **Job Summary:**As a Quality Assurance Manager at Kroger, you will be responsible for leading the Receiving, Returns, Inventory Control, and Outside Storage teams to ensure exceptional performance and efficiency. This role requires a strong understanding of distribution systems and operations, as well as the ability to drive results that meet planned levels...


  • Blue Ash, Ohio, United States DOCS Dermatology Full time

    Job SummaryWe are seeking a highly skilled and experienced Accounts Receivable Team Lead to join our team at DOCS Dermatology. As a key member of our operations team, you will be responsible for managing the day-to-day activities of our insurance accounts receivable department.Key ResponsibilitiesManage Workflow: Assist in managing the workflow for our...


  • Blue Ash, Ohio, United States Jan-Pro of Northern Illinois Careers Full time

    About the RoleWe are seeking a highly skilled and experienced Bilingual Janitorial Operations Manager to join our team at Jan-Pro of Northern Illinois Careers. As a key member of our team, you will be responsible for providing consulting, development, and support services to our franchise owners in the Dayton area.Key ResponsibilitiesDevelop and maintain...


  • Blue Ash, Ohio, United States Vaco Full time

    Position OverviewThe Operations Team Coordinator plays a pivotal role in ensuring the smooth functioning of operational processes within the organization. This position requires a detail-oriented individual who can manage various administrative tasks effectively.Key ResponsibilitiesManage the Certificate of Insurance (COI) process, collaborating closely with...


  • Blue Ash, Ohio, United States CommuniCare Corporate Full time

    Job SummaryCommuniCare Corporate is seeking a highly skilled and experienced Accounts Receivable Support Specialist to join our Corporate and Field Revenue Cycle team. As a key member of our team, you will be responsible for supporting the revenue cycle process, ensuring accurate and timely payment processing, and providing exceptional customer service to...


  • Blue Ash, Ohio, United States nVent Full time

    We're looking for people who put their innovation to work to advance our success - and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions. WHAT YOU WILL EXPERIENCE IN THIS POSITION:• Opportunity to work with global Engineering leaders and other Lab Managers to...


  • Blue Ash, Ohio, United States Vaco Full time

    Position OverviewThe Operations Team Coordinator plays a crucial role in ensuring the smooth functioning of operational processes within the organization. This position requires a proactive individual who can manage various administrative tasks while supporting the overall objectives of the team.Key ResponsibilitiesManage the Certificate of Insurance (COI)...


  • Blue Ash, Ohio, United States Kroger Technology & Digital Full time

    About the RoleWe are seeking a highly skilled Endpoint Security Operations Engineer to join our Kroger Technology & Digital team. As a key member of our Endpoint Security team, you will be responsible for supporting and implementing endpoint security solutions, including CrowdStrike, Symantec Endpoint Security, and DLP products.Key ResponsibilitiesDesign and...


  • Blue Ash, Ohio, United States Vaco Full time

    Key Responsibilities:Oversee daily office operations, including welcoming guests, managing inventory of office supplies, handling phone inquiries, organizing documents, and overseeing correspondence.Process all accounts payable transactions, including invoices, receipts, and expense reports, while ensuring vendor statements are accurately reconciled.Prepare...


  • Blue Ash, Ohio, United States Vaco Full time

    Key Responsibilities:Oversee daily office operations, which includes welcoming guests, managing inventory of office supplies, handling phone inquiries, organizing files, and processing incoming and outgoing mail.Input all accounts payable documents, including invoices, receipts, and expense reports, while ensuring accurate reconciliation of vendor...

  • Shift Manager

    4 days ago


    Blue Ash, Ohio, United States Ampler Burgers Full time

    Ampler Burgers Shift Supervisor Job Description**Job Summary:**We are seeking a highly motivated and experienced Shift Supervisor to join our team at Ampler Burgers. As a Shift Supervisor, you will play a critical role in ensuring the smooth operation of our restaurant during your assigned shifts.Key Responsibilities:Assist the Management Team in driving...

  • Registered Nurse

    6 days ago


    Blue Ash, Ohio, United States Kroger Full time

    Job SummaryWe are seeking a highly skilled Registered Nurse to join our team at Kroger Health. As a Registered Nurse - Population Health Specialist, you will play a critical role in promoting health and wellness within our community.Key ResponsibilitiesContribute to the achievement of established department goals and objectives, adhering to department...


  • Blue Ash, Ohio, United States Kroger Full time

    **Job Summary:**As a Quality Assurance Manager at Kroger, you will be responsible for leading the Receiving, Returns, Inventory Control, and Outside Storage teams to ensure exceptional performance and efficiency. This role requires a strong understanding of distribution systems and operations, as well as the ability to drive results that meet planned levels...


  • Blue Ash, Ohio, United States Kroger Full time

    **Job Summary:**As a Quality Assurance Manager at Kroger, you will be responsible for leading the Receiving, Returns, Inventory Control, and Outside Storage teams to ensure seamless performance. Your expertise in distribution systems and operations will drive results that meet planned levels of costs and progress for key performance indicators.**Key...

  • Sales Manager

    3 days ago


    Blue Ash, Ohio, United States Image One Facility Solutions Full time

    Job DescriptionJob Title: Sales Manager (Image One Facility Solutions Franchise)Location: Mason, OHCompany Overview:Image One Facility Solutions is a premier commercial cleaning franchise serving clients in the Mason, OH area. With a commitment to excellence and customer satisfaction, we deliver top-notch cleaning services tailored to meet the unique needs...


  • Blue Ash, Ohio, United States The Boyd Group Full time

    About The Boyd Group:The Boyd Group is a leading provider of collision repair services, dedicated to delivering exceptional results and customer satisfaction. With a commitment to excellence, we have earned a reputation as one of the largest and most trusted collision repair companies in North America.Job Summary:We are seeking a skilled Mechanic to join our...


  • Blue Ash, Ohio, United States Kroger Technology & Digital Full time

    About the RoleWe are seeking a highly skilled Endpoint Security Operations Engineer to join our Kroger Technology & Digital team. As a key member of our Endpoint Security team, you will be responsible for supporting and implementing advanced security solutions for our organization.Key ResponsibilitiesDesign and implement overall infrastructure components per...