Operations Specialist - Woodbury, United States - Vanderbilt Financial Group

Description

This position is a hybrid position with half the work day being spent in our Operations Department and the other half being spent at our front reception desk.

• Answer incoming calls and assist advisors with questions related to their accounts
• Process incoming customer inquiries via the firm's technology platforms
• Establishing new brokerage and managed accounts
• ACAT review, processing, and monitoring
• Account feature establishment (e.g. standing instructions, cash management, change of beneficiary)
• Backup cash management support check deposits, wire transfers, electronic funds transfer, journals.
• Ad hoc operational projects when needed

• Greet and welcome visitors in a professional and friendly manner
• Answer and direct incoming phone calls to the appropriate department or individual
• Provide general administrative support, including data entry, filing, and photocopying
• Coordinate projects and assist with project management tasks as assigned
• Process both incoming & outgoing mail
• Ensure the reception area is clean, organized, and presentable at all times

• High level of customer service
• Proficiency in data entry to accurately input information into databases or spreadsheets
• Knowledge of office procedures, including filing systems and phone etiquette
• Computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

As the first point of contact for our company, you will play a crucial role in providing excellent customer service and ensuring smooth office operations.

If you have strong communication skills, are proficient in various administrative tasks, and enjoy working in a fast-paced environment, we would love to hear from you.

• 401(k)
• 401(k)

• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

• 8 hour shift
• Monday to Friday

• Customer service: 3 years (required)
• Financial services: 3 years (required)

• Woodbury, NY 11797: Relocate before starting work (required)