Field Operations Industry Expert collaborating on safety best practices and training for utility operations. Developing work standards and ensuring compliance in workforce performance.
About the role
- Lead Operations Specialist overseeing cash management tasks across Fort Mill, Tempe, and San Diego locations. Responsible for coordinating workflows and handling escalated issues in the department.
Responsibilities
- Responsible for coordinating and supervising department workflow and handling escalated issues for both retirement and Non-retirement accounts
- Daily review of client accounts and external requests for high dollar wires, checks, journals, and ACH transactions
- Identifying risk and assuring audit controls
- Daily monitoring and training of offshore and onshore staff to assure adherence to procedures and SLA's
- Working closely with all team members to ensure they are meeting designated goals
- Directly support management for the department and organizational level initiatives
Requirements
- 3+ years of Operations experience in the brokerage or financial services industry
- Knowledge of move money transactions
- Ability to influence without authority
- self-directed
- Adaptability to change with work processes and work in grey area
- Effective Oral/Written Communication
- Adaptability
- Initiative
- Decision Making
- Customer Service
- Passion for Results
- ability to operate with minimal to no supervision
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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