Financial Operations Specialist

7 days ago


Zelienople, Pennsylvania, United States TalentLink Solutions Full time
Job Overview

TalentLink Solutions is a high-growth financial planning firm dedicated to retirement investment strategies. With a 98% retention rate since inception, we pride ourselves on long-term client relationships.

We are seeking an experienced Financial Operations Specialist to support our advisors and clients. This role involves frequent client contact, external partner management, and routine account administration.

As a key contributor to our client experience, you will prepare investment and insurance account paperwork, respond to client service requests, and manage cash and securities transactions.

Primary Responsibilities
  • Account Administration: Prepare account paperwork, transfer assets, and manage annuity insurance processes.
  • Client Service: Respond promptly to client requests, troubleshoot issues, and provide effective solutions.
  • Cashiering Function: Ensure accurate and efficient financial transaction processing with custodians.
  • External Partner Management: Interface with custodians to complete new account applications and various account maintenance items.
Qualifications
  • Bachelor's degree highly preferred, or equivalent work experience.
  • Minimum of 2 years of progressive administrative experience in client service and operations.
  • Demonstrated excellence in optimizing operational processes and delivering exceptional client service.
  • Advanced level proficiency in Microsoft Office.
  • Self-motivated and capable of working independently while thriving in a collaborative team environment.
Compensation and Benefits

This is a full-time position with a competitive salary and benefits package including medical, dental, vision insurance, STD, LTD, 401K, PTO, 10 holidays, and flexible Friday afternoons.



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