Financial Operations Specialist
hace 2 días
The Financial Operations Specialist at Ll Oefentherapie plays a crucial role in providing exceptional operational and sales support to assigned financial advisors or teams. This dedicated professional is responsible for delivering top-notch client service, responding promptly to requests, and working collaboratively with colleagues to achieve shared goals.
Key Responsibilities- Bachelor's degree in Business Administration, Finance, or related field required.
- Minimum 2-4 years of relevant work experience.
- Familiarity with Series 7 a plus.
- Bilingual proficiency in English and Spanish highly valued.
In this role, you will utilize your analytical skills to provide detailed insights, while maintaining high levels of accuracy and attention to detail. Strong organizational, multi-tasking, and prioritization abilities are essential for success in this position.
Skill Requirements- Excellent verbal, written, and interpersonal communication skills.
- Knowledge of brokerage systems or applications highly beneficial.
- Customer-focused attitude, proactive problem-solving, and ability to work under pressure.
$60,000 - $80,000 per year, depending on location and experience.
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