Operations Specialist

3 weeks ago


Oakland Park, United States Tandym Group Full time

A revolutionary financial services organization in the Fort Lauderdale/Hollywood area is seeking an Operations Specialist to be responsible for supporting the overall workflow within operations, supporting the COO.

Responsibilities and Duties:

  • Process new account paperwork and manage daily operational tasks.
  • Serve as the Account Service and client service representative for back-office needs.
  • Coordinate with the Trading Department to ensure accurate processing of incoming paperwork.
  • Track, verify, create, and save reports for all incoming documents.
  • Guide new Representatives through the onboarding process, including account paperwork, trade allocations, and other necessary documents.
  • Maintain and enhance existing client relationships by resolving inquiries and updating key information.
  • Provide administrative support to Financial Advisors, including phone coverage and coordination of back-office functions, as well as maintaining the CRM and other technical systems.


Requirements:

  • Minimum of three years' experience in the Financial/Investment Industry is preferred.
  • Strong organizational skills and exceptional attention to detail.
  • Creative problem-solving and analytical abilities.
  • Capability to analyze and improve operational processes.
  • Excellent social, oral, and written communication skills.

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