Operations Specialist
19 hours ago
A growing wealth management firm is seeking an Operations Specialist to support their mission of helping clients achieve financial success. This role is vital to the firm's daily operations, ensuring efficient back-office processes, accurate client paperwork, and smooth office functionality.
Responsibilities:
Process new account openings, account transfers, contributions, redemptions, and beneficiary changes
Prepare and review client meeting update books
Send update meeting invitations and correspondence
Perform various operational activities to support office functions
Develop and maintain detailed written procedures for all activities
Greet clients and prospective clients ensuring a professional office visit
Manage incoming telephone calls, sort and distribute mail, and send client correspondence
Ensure client paperwork is accurately assembled, sent, and completed
Manage calendars for Wealth Advisors and other staff
Order and maintain office supplies
Coordinate with outside vendors as needed
Requirements:
Bachelor's degree in Finance or a related field
FINRA Series 7 license required; Series 65 (or Series 66) must be obtained after hire
Detail-oriented with excellent organizational and time management skills
Ability to manage multiple tasks within tight deadlines
Proficient in Microsoft Office Suite
Strong analytical and research abilities
Excellent verbal, written, presentation, and interpersonal communication skills
-
Securities Operations Specialist
4 days ago
Green Bay, WI, United States Russell Tobin Full timeJob Description Job Description ** Securities Operations Specialist** Location: Green Bay, WI (Onsite) Pay: $25–27/hr Schedule: Monday–Friday, 8:30 am–5:30 pm Contract: Temp-to-hire (approx. 6 months) ** About the Role** A leading financial services organization is seeking a Securities Operations Specialist to join their investment operations team. In...
-
Securities Operations Specialist
1 day ago
Green Bay, WI, United States Russell Tobin Full timeJob Description Job Description ** Securities Operations Specialist** Location: Green Bay, WI (Onsite) Pay: $25–27/hr Schedule: Monday–Friday, 8:30 am–5:30 pm Contract: Temp-to-hire (approx. 6 months) ** About the Role** A leading financial services organization is seeking a Securities Operations Specialist to join their investment operations team. In...
-
Senior Operations Specialist
6 days ago
Green Bay, WI, United States Schneider Full timeJob overview: Schneider is seeking a Senior Operations Specialist in Green Bay to be accountable for working with drivers, improving day-to-day processes, increasing business efficiencies and completing administrative processes. The Senior Operations Specialist will accomplish this work through using tracking systems and working with other team members. ...
-
Wire Operations Specialist
1 week ago
Green Bay, WI, United States Nicolet National Bank Full timeAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated...
-
Wire Operations Specialist
1 week ago
Green Bay, WI, United States Nicolet National Bank Full timeAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated...
-
Wire Operations Specialist
4 days ago
Green Bay, WI, United States Nicolet National Bank Full timeAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated...
-
Wire Operations Specialist
19 hours ago
Green Bay, WI, United States Nicolet National Bank Full timeAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated...
-
Securities Operations Specialist
4 days ago
Green Bay, WI, United States Associated Banc-Corp Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent...
-
Marketing Operations Specialist
1 week ago
Green Bay, WI, United States KI Full timeAt KI, we believe knowing our customers helps us serve them better. We listen. We observe. We understand that each customer has unique needs. So, we pride ourselves on helping our customers make smart furniture decisions by offering expert advice, design options and personalized solutions.Since 1941, we've positioned KI as the furniture company that best...
-
Marketing Operations Specialist
7 days ago
Green Bay, WI, United States KI Full timeAt KI, we believe knowing our customers helps us serve them better. We listen. We observe. We understand that each customer has unique needs. So, we pride ourselves on helping our customers make smart furniture decisions by offering expert advice, design options and personalized solutions.Since 1941, we've positioned KI as the furniture company that best...
