Financial Operations Specialist
6 days ago
Job Summary
We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Weitz and Luxenberg PC. As a key member of our Investment Department, you will be responsible for ensuring the day-to-day operational duties are handled in a timely, accurate, and professional manner.
Key Responsibilities
- Process new accounts and maintain accurate records
- Greet clients and prospective clients, providing exceptional customer service
- Answer incoming calls and respond to client inquiries
- Sort and distribute mail, ensuring timely delivery of important documents
- Send periodic client correspondence, including update meeting letters and emails
- Process account transfers, contributions, and redemptions, ensuring compliance with regulatory requirements
- Create client meeting update books and reviews, providing valuable insights and recommendations
- Based on licensing, may accept and execute client trade requests, etc.
- Perform other duties as assigned by management
Requirements
- Must pass mandatory background check (includes fingerprinting) and credit check
- Excellent time management and organizational skills
- Ability to handle multiple tasks within tight time frames
- Excellent attention to detail
- Strong customer service skills
- Proficiency with Microsoft Office software
- Strong analytical and research skills
- Strong verbal, written, presentation, and interpersonal communication skills
- Prefer degree in finance-related field
- Prefer interest in and knowledge of financial markets and investment securities
- Series 7 and Series 66 licenses preferred but not required
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