Senior Financial Operations Coordinator

3 weeks ago


San Francisco, California, United States TalentLink Solutions Full time

As a Senior Financial Operations Coordinator at TalentLink Solutions in San Francisco, you will play a vital role in supporting our team of experienced financial advisors.

Job Summary:

We are seeking an exceptional candidate to fill the position of Senior Financial Operations Coordinator. This is an exciting opportunity to work with a talented team and contribute to the growth and success of our company.

About the Role:

The Senior Financial Operations Coordinator will be responsible for providing top-notch client service, processing financial transactions, maintaining accurate records, and streamlining workflows to improve efficiency. You will work closely with our advisors, clients, and internal teams to ensure seamless execution of tasks and projects.

Responsibilities:

  • Process and reconcile financial transactions, including account applications, transfers, and contributions
  • Communicate with clients and custodians to resolve issues and answer questions
  • Maintain accurate and up-to-date records, both digital and physical
  • Identify and implement process improvements to increase efficiency and productivity
  • Develop and maintain strong relationships with clients, advisors, and internal teams
  • Collaborate with the operations team to develop and implement policies and procedures
  • Perform other duties as assigned by management

Requirements:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in financial services, preferably in a B/D or RIA environment
  • Exceptional organizational skills, attention to detail, and ability to multitask
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Proficiency in Microsoft Office, particularly Excel and Word
  • Familiarity with CRM systems and financial software
  • Able to learn and adapt quickly to new systems and processes

What We Offer:

  • Competitive salary: $80,000 - $110,000 per year
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment
  • Opportunities for career advancement and growth

TalentLink Solutions:

TalentLink Solutions is a leading provider of financial services solutions. Our team of experienced advisors and support staff are dedicated to delivering exceptional client service and achieving outstanding results.

San Francisco Location:

This position is based in our San Francisco office. We offer a collaborative and fast-paced work environment, with access to top-notch amenities and resources.



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