Financial Operations Specialist
3 days ago
Atria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. As a Financial Operations Specialist, you will play a critical role in ensuring the smooth operation of our financial systems and processes.
Key Responsibilities:
Review and process new account information to ensure accuracy and completeness
Maintain and update account information in our Unio and ZenDesk systems
Collaborate with financial professionals to resolve account-related issues and provide exceptional customer service
Analyze and resolve problems of a moderate level in a timely manner
Stay up-to-date with regulatory requirements and industry developments to ensure compliance
Work collaboratively with the team to achieve business objectives and improve operational efficiency
Requirements:
Bachelor's degree or equivalent work experience
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment and prioritize tasks effectively
Self-motivated and proactive with a strong attention to detail
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