Facility Operations Specialist at AMERICAN SYSTEMS troubleshooting building systems in data centers. Responsible for maintenance, compliance, and vendor management to ensure efficient operations.
NB
Hybrid Wealth Management Operations Specialist
Posted last month
About the role
- Wealth Operations Specialist supporting Wealth Advisors with onboarding and account management. Ensuring operational integrity and data accuracy in a hybrid work environment.
Responsibilities
- Support Wealth Advisors with onboarding and maintenance of accounts
- Ensure accurate data collection and regulatory documentation
- Act as a liaison between departments to ensure efficient operations
- Maintain accuracy and integrity of data within core systems
- Generate financial, operational, and compliance reports as required
- Coordinate securities and cash transactions
Requirements
- Associate’s Degree in Business, Finance or related field
- Minimum of 5-7 years in an operational capacity
- Expertise in CRM system management
- Workflow development and implementation
- Vendor relations
- Exceptional attention to detail and accuracy
- Must possess the ability to prioritize multiple tasks
- Outstanding oral and written communication skills
- Solid proficiency in Microsoft Office products
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
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