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Business Operations Specialist
2 months ago
TEKsystems is seeking qualified candidates for the role of Business Operations Specialist within a financial services organization.
Role Responsibilities:
The selected individual will be responsible for managing and processing incoming documentation, while tracking progress through a live Microsoft Excel spreadsheet. This role requires multitasking across various software systems.
• Deliver operational guidelines to advisors to guarantee the precision of the sales workflow.
• Perform data entry and coding on the investment side to ensure data integrity.
• Assist in the launch of new products or programs.
• Develop expertise in the Cetera Advisory platforms, including tools for proposals, trading, and performance analysis.
• Conduct thorough reviews of documents for accuracy and completeness.
• Ensure accurate coding and reconciliation across multiple vendor platforms.
• Process requests related to account trading, manager updates, and account terminations.
• Maintain precise client and account records within our systems.
• Monitor reports to oversee account setup, maintenance, and activity.
• Perform additional tasks as assigned.
Qualifications:
• High School Diploma or GED required.
• Minimum of 1 year experience in an office setting.
• Proficiency in Microsoft Excel for at least 1 year.
Work Environment:
- Office setting with cubicle arrangements.
- Equipped with stand-up/sit-down desks and break rooms on each floor.
- Professional office atmosphere.
Experience Level:
Entry Level
About TEKsystems:
We are partners in transformation, assisting clients in activating innovative ideas and solutions to leverage new opportunities. Our team of 80,000 collaborates with over 6,000 clients, including a significant portion of the Fortune 500, across North America, Europe, and Asia. As a leader in Full-Stack Technology Services and Talent Services, we work alongside progressive leaders to drive impactful change. This is the essence of true partnership. TEKsystems is a proud member of the Allegis Group.
TEKsystems is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.