OPERATIONS SPECIALIST (Eureka)

OPERATIONS SPECIALIST (Eureka)

20 May 2024
California, Humboldt county 00000 Humboldt county USA

OPERATIONS SPECIALIST (Eureka)

Vacancy expired!

OPERATIONS SPECIALIST

Premier Financial Group, Inc., a locally owned and successful wealth management firm that prides itself on excellence, is looking to add a dynamic team member to our thriving team. The ideal candidate must have strong computer literacy, excellent Excel skills, a commitment to accuracy, a high degree of attention to detail, and enjoy working with numbers. This role works with our entire team to effectively manage the activities within client accounts so we may deliver on our commitment of exceptional client service. Candidate must be a highly ethical and self-motivated individual who works well within a team setting. Must be able to work independently with a high degree of quality and discipline.

This is a career opportunity in an excellent work environment with a very good benefits package; compensation DOE, with excellent long term growth opportunities. Join our team and become a unique asset to our firm and our community! EOE. To be considered for the position, you must respond with a resume and cover letter. Applicants who do not include a cover letter will not be taken into consideration. No phone calls, please.

Qualities:

Excellent computer skills with the ability to learn in-house programs and tools

Ability to facilitate system migrations and transitions between operating platforms

Possess a passion to assist team members and clients

Reliable follow through on commitments

Fast learner who is able to take direction and execute a plan

Detail-oriented and able to prioritize tasks/time management

Flexible and accommodating, with a warm and friendly demeanor

Strong organization and communication skills, both written and verbal

Seek stability and security, looking for long term employment

Is a self-starter, who can take on projects with minimal direction

Able to take direction and execute a plan

Accountable, learn from your mistakes

Functional Responsibilities:

Performing managed money operations including trades, daily downloads, weekly and quarterly reports, quarterly billing, rebalances, portfolio performance reports, and money transfers (new assets, plan contributions, distributions)

Coordinating account servicing activities

Managing relationships with internal and external resource providers

Generating and managing communications and tasks by telephone, mail and internet

Fulfilling team requests and dealing with service-related issues

Participating in all team meetings and attending training events

Adhering to rules and regulations as stated and required by advisors and the SEC

Understanding of our investment approach

Education and Experience Requirements:

Technology: Excellent Excel skills, working knowledge of Microsoft Office, including Outlook and Word

Education: High school diploma or equivalent (GED), college degree preferred

Work Experience: Minimum 3 years of experience in a professional office environment and/or accounting experience

Experience in financial services industry is not required, but is preferred

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