Financial Operations Specialist
19 hours ago
Job Summary
We are seeking a highly skilled Financial Operations Associate to join our team at TMS Financial. This role is a critical member of our organization, responsible for managing diverse tasks, providing exceptional customer service, and working collaboratively with our team.
Key Responsibilities
- Process new accounts, transfers, contributions, and redemptions, beneficiary changes, and address changes
- Input and maintain accurate client information in all appropriate databases and software applications
- Respond to phone inquiries, research, and resolve questions, assist clients with requests
- Verify that all requests are received and handled to completion
- Effectively manage and prioritize workflow
- Client interaction including inbound phone calls, scheduling client appointments, greeting clients
- Learn and run various specialized financial software applications
- Create and update various Excel reports, database projects, and other special projects as directed
- Create/run client reports
- Assist with design of client marketing pieces, website maintenance, and social media
- Plan/develop client appreciation events, announcements, newsletters
Potential Future Opportunities
- Become a financial advisor
- Manage investment trading platform
- Prepare financial plans
This is a year-round position with fewer hours outside of tax season. We offer a family-friendly culture, employee-focused, and great work-life balance.
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