Securities Operations Specialist supporting Wealth and Investment Management Operations through metrics and capacity planning. Responsible for business analysis and optimizing operational performance in a financial context.
About the role
- Operations Coordinator managing office and safety operations in Boston with a tech-first approach. Supporting operational needs across offices while collaborating to enhance workplace culture.
Responsibilities
- Champion a “tech-first” approach to office and safety operations, identifying opportunities to automate, digitize, and improve processes
- Maintain and continuously enhance the firmwide desk sign-out platform
- Support ongoing maintenance and improvements to the Company Intranet
- Troubleshoot and resolve operational issues with printers, postage machines, and related tools company-wide.
- Support document formatting, accessibility best practices, and quality control for internal and client-facing materials as needed
- Coordinate routine company-wide office cleaning schedules and vendor services, including carpet cleaning
- Ensure safety supplies are stocked and well managed across all offices
- Manage company safety store sites and track field gear employee stipends
- Assist with the firm’s e-waste and sustainability initiatives
- Track, order, and distribute safety gear for field staff
- Provide technology-enabled administrative support for cross-firm initiatives
- Assist with contract documents and project documentation as needed
- Order office supplies and help foster an organized, welcoming office environment
- Collaborate with colleagues to support office culture and contribute to a positive team environment
Requirements
- Demonstrated ability to quickly learn and adopt new technologies
- Proficiency with Microsoft 365 Suite
- Experience with project management or ERP systems (Deltek Vantagepoint experience preferred but not required)
- Familiarity with document accessibility standards (e.g., accessible PDFs, Word formatting best practices) is a plus
- Strong organizational skills with proactive communication and follow-through
- Experience coordinating vendors, schedules, and office logistics
- Ability to identify inefficiencies and implement technology-driven improvements
- Experience supporting contract documents or working in a professional services environment is a plus
- A service-oriented, solutions-driven approach
- Willingness to travel and support multi-office operations
Benefits
- Hybrid and flexible work arrangements
- Commitment to contributing positively to workplace culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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