Operations Supervisor leading the operations team at BetaNXT, a wealth management technology provider. Ensuring performance management, productivity, and issue resolution within the team.
Responsibilities
Demonstrate leadership across the team/organization
Ensures consistency in execution across team
Ensure daily work of the area is allocated, monitored, and completed according to deadlines.
Maintain and ensure procedures are kept current
Manage onboarding of new employees including equipment and Human Resources requests
Responsible for SOC control compliance
Establishes priorities within the team, establishes work schedules, organizes, and directs the flow of work.
Adjusts individual assignments as needed
Attend and participate in technology development meetings (Sprints)
Facilitate and lead team meetings
Coordinates and provides day to day oversight of processing and staff
Educate and inform staff about department’s services and updates
Identify potential obstacles or hurdles in meeting accuracy or performance requirements and incorporating best practices to mitigate and prevent each from occurring in the future.
Identify process improvements and procedure updates
Manage and direct multiple priorities within tight time constraints.
Interact with all levels of internal staff and management
Engage with peers, clients, and external business partners, promoting strong partnerships and working relationships
Plan for and respond to changing processing, management needs, and seasonal fluctuations of workload.
Other duties as assigned
Requirements
3+ years of experience in the financial services, wealth management, or fintech space.
Demonstrated expertise in research, analysis, and critical thinking
High level of accuracy and attention to detail
Proficient in Microsoft Excel, including data manipulation and reporting
Capable of managing multiple tasks and projects within tight deadlines
Highly organized with effective time management strategies
Clear and professional communication skills, both written and verbal; able to engage with internal and external stakeholders
Willingness to work flexible hours, including extended schedules when needed
Collaborative approach to working within teams and across departments
Skilled in visual inspection and quality assurance processes.
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