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Operations Specialist

2 months ago


Cincinnati, Ohio, United States Commonwealth Financial Network LLC Full time
About the Role

We are seeking a highly organized and detail-oriented Operations Specialist to join our team at Commonwealth Financial Network LLC. As an Operations Specialist, you will play a critical role in supporting our Operations teams in meeting and exceeding their high standards.

Key Responsibilities
  • Learn and maintain daily processes of various Operations departments, including New Accounts, Cashiering, General Investigations, Transfer of Assets, and Retirement Operations.
  • Rotate in and out of departments as needed to support business volume spikes or staffing shortages.
  • Build relationships with departments and teams to ensure seamless communication and collaboration.
  • Identify opportunities for process improvements and contribute to projects and initiatives that drive business growth.
Requirements
  • 1-2 years of experience in the brokerage industry.
  • Highly organized, detail-oriented, and energetic with the ability to manage multiple tasks and priorities.
  • Excellent communication and problem-solving skills.
  • A customer service mentality and eagerness to help.
  • Ability to work independently and as part of a team.
About Commonwealth Financial Network LLC

Commonwealth Financial Network LLC is a leading independent broker-dealer and Registered Investment Adviser that provides a suite of business solutions to over 2,000 independent financial advisors nationwide. We are committed to fostering an environment of excellence, growth, rewards, and fun, which has earned us 44 Best Place to Work awards.