Financial Services Operations Associate Purchasing Supervisor

2 days ago

Carpinteria, California, United States PlanMember Financial Corporation Full time
Job Title: Financial Services Operations Associate Purchasing Supervisor

PlanMember Financial Corporation is seeking a highly skilled Financial Services Operations Associate Purchasing Supervisor to join our team. As a key member of our operations team, you will be responsible for performing various financial and administrative tasks to support the operations of our financial institution or department.

Key Responsibilities:

  • Plan and prioritize daily team workload to ensure efficient and accurate processing.
  • Ensure daily preparation and reconciliation is completed timely and accurately.
  • Verify and approve all departmental ACH and Wire requests.
  • Ensure trade files are properly sent, confirmed, and reconciled prior to daily deadline.
  • Service and Research Requests assignment and trend analysis.
  • Approve, track, and report Process Improvement implementation.
  • Daily department processing as needed.
  • Be the Subject Matter Expert (SME) and first escalation point for the department.
  • Manage Cost Basis and Tax Lot periodic reporting.
  • Ensure compliance with company and department Policy and SOPs.
  • Work with Management on process, policy, and SOP improvements.
  • Ensure correct outlets are utilized for company, department, and process improvements.
  • Manage internal projects to ensure deadlines are met; communicate with internal and external stakeholders to ensure buy-in and understanding throughout the process.
  • Present department role PowerPoint to sales representatives and their staff.
  • Provide meaningful, timely, and constructive feedback to associates and management.
  • Lead weekly team meetings to discuss company, department and individual needs and goals.
  • Lead monthly individual developmental meetings to facilitate open and direct dialog with team members to identify department improvements, career goals and employee development.
  • Manage and facilitate employee training and development.
  • Mentor and train junior team members.
  • Complete periodic and annual reviews to be approved by Operations Manager.

Requirements:

  • Critical Competencies:
    • Perform all work with excellence and adhere to high standards for quality and integrity.
    • Learn from past errors and pay close attention to work to avoid repeating mistakes.
    • Pay attention to small details that others may overlook and maintain a focus on precision.
    • Ensure all work and behavior aligns with relevant rules, regulations, policies, best practices and meets the company's standards of conduct.
    • Strive to follow best practices for high quality work.
    • Stay informed about current regulations and potential future developments by closely monitoring information sources.
    • Demonstrate a strong sense of discipline and responsibility for recordkeeping and meticulous compliance documentation.
    • Maintain a positive and professional attitude.
  • Important Competencies:
    • Communicate concisely, directly, professionally and unambiguously in written and oral formats, consider the receiver's perspective to ensure clear understanding of the message's specifics and purpose.
    • Display a natural curiosity and desire for a deeper understanding about people, processes and systems to ensure you are able to clarify and meet expectations.
  • Supporting Competencies:
    • Prioritize completing all work tasks in a timely manner while remaining responsive to competing demands and shifting priorities.
    • Show genuine interest in actively listening and understanding the content and meaning of others' messages.
    • Possess intermediate user knowledge of Microsoft 365 Suite focusing on Excel, Word and Outlook.
    • Ability to work overtime with less than 24-hour notice.

Education/Licenses:

  • High School Diploma required.
  • Bachelor's degree in finance, Accounting, Business Administration, or related field (or equivalent work experience) a major plus.
  • Previous experience of four plus years in a financial services or operations role.
  • FINRA SERIES LICENSE – SIE, 6TO

Service Principles – BeEPIIC Framework:

PlanMember Financial Corporation is committed to fostering a unified front, bridging diverse talents and perspectives towards our shared goals. Our unity reflects our commitment to collaborate, respect, and support each other in pursuit of collective success.

We empower our employees to take ownership, make decisions, and drive positive change for the company and its customers. We cherish our work, team, and organization, and our pursuit of excellence and respect for our mission, colleagues, customers, and community fuels our collective success and sense of pride.

We trust, credibility, and dependability are essential to our integrity. Our members and partners trusted us with their financial wellbeing, something we'll continually earn through integrity in everything we do.

We embrace change and seek out creative forward-thinking approaches to better serve our customers and stay ahead of the competition. We put the customer at the heart of each decision and strive to exceed their expectations at every touchpoint.

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