- Great company culture, we actually like working with each other
- Competitive compensation
- Great benefits package The company pays for all of the employee's benefits That's right - Medical, Dental, Vision, Long/Short Term Disability, and Life Insurance
- Paid time off including holidays
- Opportunity for growth within the company
- Professional, fun business environment in newly remodeled suite in corporate building with free parking, easy access to interstate, and the TriRail commuter train (stops in our back parking lot).
- Responsible for new accounts paperwork processing, daily operations responsibilities.
- Work as Account Service and client service representative for day-to-day back-office operation's needs.
- Coordinate with the Trading Department to ensure all incoming paperwork is processed properly.
- Track, verify, create, and save reports for all incoming documents.
- Coordinate the process of onboarding new Representatives on how to properly fill out account paperwork, trade allocations, and various other documents.
- Maintain existing client relationships by resolving client inquiries and keeping key information up to date.
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, phone coverage and coordination of back-office related functions as well as CRM and other tech- maintenance.
- Three or more years' experience within the Financial/Investment Industry a plus.
- Strong organizational skills and exceptional attention to detail.
- Creative thinker with strong problem-solving and analytical skills.
- The ability to analyze and improve operational processes.
- Good social, oral, and written communication skills.
- High self-initiative and the ability to perform duties with minimal supervision.
- Proficient in technology, especially Microsoft Office applications: Word, Excel, Outlook.
- Series 65 License a plus (actively working towards/willing to pursue).
- Must be legally authorized to work in the US without sponsorship.
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Operations Specialist - Fort Lauderdale, United States - Sound Income Group
Description
Job Description
Job DescriptionDescription:Operations Specialist
A rapidly expanding RIA (Registered Investment Advisory) Firm located in Fort Lauderdale, Florida, with over $2.5 billion AUM has an immediate need for a Operations Specialist to assist the Chief Operating Officer and other Executives in the workflow of the company's daily operations.The successful candidate should possess strong organizational and time management skills, have a high degree of "attention to detail" and be able to perform well under pressure, with minimal supervision.
This is an in-office position at our Ft Lauderdale location. No remote or hybrid scheduling.
What Sound Income Group offers: