Financial Operations Specialist
3 weeks ago
Company Overview
True Blue Financial is a Registered Investment Advisor dedicated to providing personalized financial solutions to clients. Our team of experts specializes in retirement strategies, wealth management, and customized financial planning.
Job Summary
We are seeking an Operations Specialist to join our team. The successful candidate will provide operational support to our Advisory teams, ensuring seamless client service and efficient operations.
Key Responsibilities
- Provide transactional support to advisors, including client service administration and tax support.
- Assist with operations support, including filling out necessary forms and updating account documents.
- Communicate with clients and prospects to provide information and resolve issues.
- Work with members of the Advisory and Operations teams to provide excellent client service.
Requirements
- Microsoft Office tools expertise.
- Business software systems knowledge.
- Compliance process understanding.
- Project / time management skills.
- Client and internal communications skills.
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