Operational Excellence Coordinator
2 weeks ago
As an Operational Excellence Coordinator at Nextgen Information Services, you will be responsible for enhancing and streamlining daily operational workflows within the organization. Your focus will be on ensuring efficiency, adherence to compliance standards, and fostering seamless collaboration across various teams.
Key Responsibilities:
• Oversee and fulfill the operational requirements of the organization in a dynamic setting.
• Exhibit strong analytical capabilities and adept problem-solving techniques.
• Adopt a proactive stance in addressing challenges.
• Manage multiple priorities concurrently while maintaining organization.
• Deliver exceptional customer service.
• Recognize and act on opportunities for operational enhancements.
• Keep abreast of industry standards and regulatory changes.
• Formulate and enforce operational protocols and guidelines.
• Compile and present operational insights to leadership.
Qualifications:
• The preferred candidate will possess a passion for resolving issues and a commitment to finding effective solutions to intricate problems.
• We seek an individual with a robust analytical foundation, outstanding communication skills, and a proactive approach to challenges.
• This role demands someone capable of juggling multiple tasks in a fast-paced environment while remaining organized.
Additional Duties:
- Execute routine activities and transactions in accordance with departmental and compliance standards. Responsibilities may include verifying the completeness of documents, entering data into client or firm accounts, performing calculations related to exceptions and corrections, and liaising with financial advisors and internal associates.
- Provide prompt and precise responses to inquiries from branches and clients, demonstrating the ability to ask insightful questions to deliver accurate solutions.
- Utilize expertise to address operational and technical inquiries while leveraging tools and resources to ensure compliance with existing policies, procedures, and regulations.
Essential Skills:
- Proficiency in Excel, data entry, and data analysis
- Strong customer service orientation and multitasking capabilities
- Excellent written, verbal, and telephonic communication skills
- Solid decision-making abilities
- Adaptability to change
- Strong work ethic and ambition to thrive in the financial sector
- Organizational and time management skills
Must be capable of multitasking and following up to ensure issues are resolved. Must thrive in a fast-paced, collaborative environment and quickly assimilate new information.
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