- Execute paperwork and transactions with precision.
- Communicate with clients during the onboarding and transaction journey.
- Create illustrations and proposals.
- Support meeting logistics and follow-up, ensuring no details fall through the cracks.
- Complete operations tasks as requested and train to be competent in all areas over time.
- Update processes / procedures related to the Operations Specialist position.
- Complete back-up duties, requests and additional projects as assigned.
- Securities and insurance licensed, or willing to acquire within first 12 months of employment
- College degree preferred, or equivalent experience
- Financial services experience preferred
- Comfortable working with industry related software (Redtail a plus)
- Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
- Strong math and analytical skills
- Excellent oral, written and interpersonal communication skills
- Impeccable ability to maintain confidentiality and integrity
- Effective follow-up skills and ability to meet deadlines without prompting
- Flawless attention to detail and accuracy required
- Self-motivated with ability to work well independently and under direction
- Comfort with being a "team player" and doing whatever is needed, big or small
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Operations Specialist - Eagle, United States - Advisory Resource Group, LLC
3 weeks ago
Description
About Our FirmFamily Tree Financial is quickly growing, independent financial advisory firm based in Eagle, ID. We serve a diverse group of individual and multi-generational clients and families across the country and are deeply committed to helping our clients achieve their financial goals and live with confidence about their financial futures. We are looking to grow our team to provide even better service to our clients. An integral part of the service we provide is done by our Operations Specialist.
About You
You are a dynamic and hardworking individual who is looking for an opportunity to grow your career with an amazing team. You love working with clients and enjoy going above and beyond for the people you serve. You are extremely detail oriented, and never let items slip through the cracks. You easily learn new skills. You are organized and everything you do is done with precision. You are a great communicator and enjoy relationship building, while keeping clients in the loop on every task and transaction. It is rewarding for you to know that those you serve are well taken care of, while also knowing you are contributing towards helping clients achieve different life goals. You want to add value and be a contributing member of a team with similar values. You may have worked in mortgage or loan processing previously and are looking for an even more rewarding career that you can call home.
Summary of Essential Duties
The Operations Specialist provides direct administrative and operational support to our firm's best clients. This role supports relationship building and ensures the moving pieces and processes are executed with precision, always delivering an exceptional client experience.
Responsibilities
