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Accounting Operations Specialist
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Microsoft Operations Specialist I
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Operations Specialist
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integrated operational support specialist
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Air Mobility Command Trenton, United StatesSummary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is to: To serve as a member of a multidisciplinary Integrated Operational Support (IOS) team directly supporti ...
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Distribution Operations Specialist
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Operations Specialist
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Specialist, Operations
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Merck & Company, Inc. Lansdale, United StatesThe Manufacturing Operations Specialist is assigned to a product manufacturing team and partners with the Operations Managers in coordinating maintenance activities and ensure the manufacturing area is operating at peak efficiency. Primary Responsibi Operations, Operations Manage ...
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Microsoft Operations Specialist I
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SHI International Corp. Somerset, New Jersey, United States PermanentJob Summary: · The purpose of the Microsoft Operations Specialist - Tier 1 is to process Microsoft orders and returns, post and maintain price lists/product availability, maintain customer agreement information, and respond to sales inquiries that pertain to Microsoft volume lice ...
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Operations Specialists
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Specialist, Operations
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Merck & Company, Inc. Lansdale, United StatesThe West Point, PA campus is our Companys largest vaccine manufacturing facility with more than 2000 employees. This facility manufactures bulk and/or final dosage forms for all our Company vaccine products and is growing to meet the vaccine demands Operations, Operations Manager ...
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Operations Specialist
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Operations Specialist
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Operations Specialist
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Operations Specialists
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Principal IT Specialist"
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Operations Specialist
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Blue Cross Blue Shield companies Philadelphia, United StatesBring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together we will achieve our mission to enhance the health and well-being of the people and communities we serve. · At Independence, e ...
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Operations Specialist
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American Water Lawnside, United States*Share Our Purpose. Be Yourself. Feel Valued.* People are the heart of our business. As an American Water employee, you will be offered a competitive salary and health benefits package, along with opportunities to develop, grow, and evolve your career. Our benefits packages focus ...
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Operations Specialist
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ICONMA Whitehouse Station, United StatesSurplus Lines Operations Specialist Location: White House Station, NJ/ HybridDuration: 6 monthsDescription: Job Responsibilities: CISA Surplus Lines Agency Bill support:Surplus Lines Agency Bill invoicing, creating invoices, follow up, and research needed to ensure payments have ...
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Sales Operations Specialist
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CenTrak Philadelphia, United States Full timeMission: · The Sales & Partner Operations Specialist, [East/West] Territory delivers essential support services to our customers, our authorized resellers, and CenTrak's sales organization, enhancing sales force productivity and effectiveness, with a focus on customer success. A ...
Operations Specialist - Trenton, United States - Rockefeller Financial
Description
About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position:The Operations Specialist assists in the onboarding of Private Advisor Teams. The role would facilitate client searches and contact, provide guidance on client profiling, open accounts, and various other aspects to ensure a timely and successful transition process. The Operations Specialist would also run metrics in support and management of the team transitions.
Individuals should be equally proficient working in a team environment or as an individual contributor. Should be goals driven with team success as a priority. Eager to learn, work with a sense of urgency, multi-tasking, willing to work extended hours and flexible to change. Individuals must be extremely thorough, detail-oriented, organized, able to learn quickly and handle volume under pressure.
Responsibilities: Work closely with Local Operations to onboard Private Wealth Management Teams
Opening client accounts
Preparing and sending forms to clients for establishing specialty account features
Preparing and sending DocuSign envelopes
Maintaining transition tracking and reporting metrics
A BA/BS is required; degree/coursework in Finance, Accounting, Economics or Statistics preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance
3-5 years of experience in back-office operations and/or transition management operations.
Skills: Familiarity with financial systems a plus. i.e., Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting.
Experience on various custodial platforms a plus.
Ability to work well independently and as a part of a team
Ability to multi-task and be able to reassess priorities as situations arise
Detail-oriented and attention to accuracy and meeting deadlines
Excellent inter-personal skills
Ability to exercise discretion with confidential matters
Strong communication skills, both written and verbal
Ability to express ideas clearly and concisely
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.