Financial Operations Specialist

5 days ago

Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at ZeroThreeSixty Wealth Partners. As a key member of our financial planning office, you will be responsible for providing administrative support to our financial advisors and planners, ensuring the smooth operation of our office, and delivering exceptional client service.

Key Responsibilities
  • Client Communication:
    • Act as the primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner.
    • Schedule and coordinate client meetings, appointments, and events, ensuring all necessary materials are prepared and available.
    • Assist with client onboarding, including document preparation, data collection, and communication throughout the process.
  • Document Management:
    • Organize and maintain accurate and up-to-date client files, ensuring compliance with regulatory requirements and industry standards.
    • Assist in the preparation, review, and distribution of financial reports, presentations, and proposals, ensuring accuracy and timeliness.
    • Handle confidential information with discretion and ensure secure storage and transmission of sensitive data.
  • Office Operations:
    • Maintain a well-organized and functional office environment, managing supplies, equipment, and ensuring a comfortable workspace for all staff members.
    • Coordinate with vendors and service providers for office-related needs, ensuring seamless operations and minimal disruptions.
    • Support office technology, including troubleshooting minor IT issues and coordinating with external IT support when necessary.
  • Administrative Support:
    • Provide administrative support to financial advisors and planners, including calendar management, travel arrangements, and expense reporting.
    • Assist in the preparation and submission of compliance documentation, ensuring adherence to industry regulations and standards.
    • Handle the processing of payments, invoices, and other financial transactions related to office operations.
  • Client Service:
    • Prepare and process paperwork for client accounts, including new account forms, transfer requests, and beneficiary changes.
    • Assist clients with routine inquiries regarding their accounts, statements, or other financial matters.
    • Monitor and follow up on pending transactions to ensure timely and accurate completion.
  • Meeting Coordination:
    • Set up and manage meetings, including preparing agendas, compiling necessary documents, and taking meeting minutes.
    • Assist in the planning and execution of client events, seminars, or workshops, including logistical support and attendee follow-up.
  • Compliance and Record Keeping:
    • Ensure all client interactions and transactions are documented in accordance with regulatory requirements and industry standards.
    • Assist with audits and regulatory reviews by providing necessary documentation and information.
    • Stay updated on industry regulations and ensure that the office remains compliant with all relevant laws and guidelines.
  • Financial Planning Support:
    • Assist with the preparation of financial plans, projections, and other related documents under the guidance of financial planners.
    • Help gather and organize client financial data for analysis and planning purposes.
    • Support the development of marketing materials and client newsletters to maintain client engagement and communication.
  • Reporting and Analytics:
    • Generate and distribute regular reports to clients, advisors, and management, ensuring accuracy and timeliness.
    • Monitor and report on key performance indicators (KPIs) for the office, helping identify areas for improvement.
    • Assist in the preparation of financial statements and other financial analysis as required by the advisors or management.

This role requires a high level of organizational skills, attention to detail, and the ability to manage multiple tasks while supporting the operations of a financial planning office.

Requirements
  • College degree preferred but not required.
  • High Ethical Standards and Integrity:
    • Demonstrates a strong commitment to ethical practices and confidentiality in handling sensitive financial and client information.
    • Upholds the highest standards of honesty and professionalism in all interactions with clients, colleagues, and external partners.
  • Strong Work Ethic:
    • Exhibits a diligent and proactive approach to work, consistently going above and beyond to ensure tasks are completed accurately and on time.
    • Takes ownership of responsibilities and is willing to put in the effort required to meet deadlines and exceed expectations.
  • Organizational Skills:
    • Highly organized with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
    • Demonstrates meticulous attention to detail, ensuring all documents, reports, and communications are accurate and free of errors.
  • Effective Communication:
    • Excellent written and verbal communication skills, with the ability to clearly convey information and instructions.
    • Strong interpersonal skills, with the ability to build positive relationships with clients, team members, and other stakeholders.
  • Technical Proficiency:
    • Proficient in office software applications (e.g., Microsoft Office Suite) and comfortable with financial planning software and CRM systems.
    • Ability to quickly learn and adapt to new technologies and tools used in the financial planning industry.
  • Client-Focused Mindset:
    • Demonstrates a genuine commitment to serving clients with care and professionalism.
    • Responsive to client needs and proactive in resolving issues and providing support.
  • Problem-Solving Abilities:
    • Strong analytical and critical thinking skills, with the ability to identify issues and develop practical solutions.
    • Resourceful and able to handle unexpected challenges with composure and confidence.
  • Team Player:
    • Works collaboratively with others, supporting colleagues and contributing to a positive team environment.
    • Willing to assist with tasks outside of primary responsibilities when needed, demonstrating flexibility and a cooperative attitude.

  • Financial Operations Specialist

    1 week ago

    Albuquerque, New Mexico, United States Jobot Full time

    Opportunities for Professional Growth - Established - Innovative - Work-Life Balance This position is hosted by Jobot. Salary: $20 - $25 per hour About Us: We are looking for a proactive and detail-oriented Financial Operations Specialist to become a vital part of our expanding team in the finance sector. This role offers an exciting chance to engage in...

  • Financial Operations Specialist

    2 weeks ago

    Albuquerque, New Mexico, United States Jobot Full time

    Opportunities for Professional Growth - Established - Innovative - Work-Life Balance This Jobot Job is hosted by: Daniel Gonzalez Salary: $20 - $25 per hour About Us: We are looking for a proactive and detail-oriented Financial Operations Specialist to become a vital part of our expanding team in the finance sector. This role presents an exciting chance...

  • Financial Operations Specialist

    6 days ago

    Albuquerque, New Mexico, United States El Pinto Restaurant FOH Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at El Pinto Restaurant FOH. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with accounting standards.Key...

  • Manager of Financial Risk Operations

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position Overview:The Middle Office Supervisor for Financial Risk Management is tasked with overseeing the operational aspects of three key business lines within Financial Risk Management: Commodities Hedging, Interest Rate Derivatives, and Foreign Exchange. This role demands a comprehensive understanding of commodity risk instruments, including fixed price...

  • Manager of Financial Risk Operations

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position Overview:The Manager of Financial Risk Operations is tasked with overseeing the middle office functions across three key business segments: Commodities Hedging, Interest Rate Derivatives, and Foreign Exchange. This role demands a robust understanding of commodity risk instruments, including fixed price swaps, options, and exotic derivatives,...

  • Financial Operations Specialist

    1 week ago

    Albuquerque, New Mexico, United States State of New Mexico Full time

    Job SummaryThis is a 32-hour per week position, Monday to Friday, within the State of New Mexico Department of Health's Turquoise Lodge Hospital. The Financial Specialist will be responsible for processing financial transactions, reviewing financial documents for accuracy and approvals, and assisting with hospital, maintenance, and food inventory.Key...

  • Staff Accountant

    1 week ago

    Albuquerque, New Mexico, United States Jobot Full time

    Staff Accountant - Financial Operations SpecialistWe are seeking a highly skilled and detail-oriented Staff Accountant to join our finance team at Jobot. As a Staff Accountant, you will play a critical role in managing the daily operations of the accounting department and contributing to the financial success of our organization.About JobotJobot is a dynamic...

  • Accounts Receivable Specialist

    1 week ago

    Albuquerque, New Mexico, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will play a critical role in managing and maintaining our company's accounts receivable ledger, ensuring timely and accurate invoicing, and working closely with customers to resolve any payment...

  • Accounts Receivable Specialist

    1 week ago

    Albuquerque, New Mexico, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will play a critical role in managing and maintaining our company's accounts receivable ledger, ensuring timely and accurate invoicing, and working closely with customers to resolve...

  • Financial Operations Clerk

    1 week ago

    Albuquerque, New Mexico, United States Jobot Full time

    Become a Key Player in Our Financial Team as an Accounts Payable SpecialistWe are seeking a meticulous professional to oversee the accounts payable operations within a dynamic setting. This position entails managing invoice handling, payment execution, vendor relations, and financial dealings. If you possess a solid foundation in bookkeeping practices,...

  • Client Relationship Specialist

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position ID: 75133 Location: Albuquerque -ALBQ Areas of Focus: Consumer Banking; Client Services Compensation Transparency: Not Available Application Deadline: Not Applicable BOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates various banking divisions. Bonus Structure...

  • Financial Planning Associate

    2 weeks ago

    Albuquerque, New Mexico, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial is a distinguished fraternal organization dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. We pride ourselves on our commitment to community service and support for the Lutheran community and nonprofit organizations. Our practice, Valley Consulting Group, operates in...

  • Financial Planning Associate

    1 week ago

    Albuquerque, New Mexico, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial, a prominent membership-based organization, is dedicated to addressing the financial needs of its clients through comprehensive services. With a commitment to community support and a focus on the Lutheran community and nonprofit organizations, Thrivent operates as a leading fraternal benefit society in the nation.Position...

  • Financial Operations Supervisor

    2 weeks ago

    Albuquerque, New Mexico, United States Anansys Staffing LLC Full time

    Job OverviewPosition Title: Financial Operations SupervisorType: Fulltime, direct hirePOSITION SUMMARY:Under the guidance of the Controller, the Financial Operations Supervisor is tasked with managing the daily functions of Accounts Receivable and Accounts Payable within the Accounting department, while also supporting various Accounting and Finance...

  • Accounting Specialist in Financial Services

    2 weeks ago

    Albuquerque, New Mexico, United States MAPFRE Insurance Full time

    MAPFRE Insurance, a prominent entity in the automotive service sector, is recognized for its comprehensive warranty solutions and financial products. We collaborate with specialized Finance & Insurance agencies that maintain partnerships with automotive dealerships across the nation.POSITION: ACCOUNTING SPECIALIST This role is based in our Albuquerque...

  • Client Relationship Specialist I

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position Overview:The Client Relationship Specialist I is dedicated to delivering exceptional service to our clients at BOK Financial. This role is essential in ensuring that every client interaction is handled with care and professionalism.Key Responsibilities:As a Client Relationship Specialist I, you will:1. Provide outstanding client support by...

  • Financial Planning Specialist

    5 days ago

    Albuquerque, New Mexico, United States Jobot Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our dynamic team at Jobot. As a key member of our financial operations, you will play a crucial role in our financial planning and decision-making processes.ResponsibilitiesDevelop and manage comprehensive annual and multi-year budgets, ensuring...

  • Night Auditor

    1 week ago

    Albuquerque, New Mexico, United States Hilton Garden Inn & Homewood Suites Full time

    Job SummaryWe are seeking a highly detail-oriented and organized Night Auditor to join our team at Hilton Garden Inn & Homewood Suites. As a Night Auditor, you will play a vital role in ensuring the accuracy and integrity of our financial operations, while providing exceptional customer service to our guests.Key ResponsibilitiesReconcile daily transactions...

  • Financial Reporting Specialist

    1 week ago

    Albuquerque, New Mexico, United States Jobot Full time

    Become a key member of our dynamic finance team as a Senior Accounting SpecialistAt Jobot, we are a thriving organization dedicated to providing exceptional benefits and opportunities for career growth. This is an outstanding opportunity for a meticulous professional to demonstrate their accounting expertise in a fast-paced and innovative setting. You will...

  • Financial Planning Specialist

    3 days ago

    Albuquerque, New Mexico, United States Actalent Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Actalent. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify trends, opportunities, and...