Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields.
Our client, a Carpinteria based Investment Firm, is seeing Business Analyst that will focuses on supporting the operations and processes of a financial institution. This role involves analyzing data, identifying areas for improvement, and working closely with various teams to enhance efficiency and compliance.
Monday-Friday 8:00am-5:00pm
$55,000-$63,000/year + Benefits (PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more)
Responsibilities:
Obtain the necessary knowledge to execute and back up all departments in Operations.
Support Operation’s desks based on volume and needs.
Rotate to the respective desks and provide periodic support to each desk.
Assist with Level 1 projects and processes, which may include but are not limited to: working as part of the annual tax team, annual audits, the uncashed check and escheatment process, and quality control over various processes (i.e. advisory fees, statements).
Research and handle department Research and Service requests.
Run daily and weekly volume reports and analyze volume needs and potential service levels.
Analyze and evaluate problematic trends in operations and/or systems processing and recommend solutions to management.
Work closely with department managers in evaluating processes to identify operational breakdowns and make recommendations for modifications and enhancements.
Analyze, evaluate and report trends to make recommendations for training needs and enhancements to management.
Other duties as assigned.
Requirements:
HS Diploma or GED
2+ years of industry experience with a Broker/Dealer or other financial institution
FINRA SIE required
Proficient in Excel
We know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply! Once we receive your resume, one of our team members will reach out to you to schedule a Zoom interview at your convenience. We look forward to working with you!
