Financial Operations Specialist

hace 1 semana


Colombia Ll Oefentherapie A tiempo completo

About Ll Oefentherapie

Ll Oefentherapie is a dynamic organization dedicated to providing exceptional operational and sales support to our financial advisors. Our team thrives on delivering top-notch service, and we're seeking a highly skilled Financial Operations Specialist to join our ranks.

Estimated Salary: $65,000 - $85,000 per year

Job Description

The Financial Operations Specialist plays a vital role in supporting our financial advisors by providing timely and accurate operational assistance. This includes tasks such as data entry, record-keeping, and communication with clients.

Key Responsibilities:

  • Assist financial advisors in managing client relationships and meeting sales targets
  • Ensure accurate and efficient data management systems are maintained
  • Provide exceptional customer service through prompt and professional communication
  • Maintain up-to-date knowledge of regulatory guidelines and industry developments

Requirements and Qualifications

To succeed in this role, you'll need:

  • Bachelor's degree in Business Administration, Finance, or related field
  • Minimum 2-4 years of work experience in a related field
  • Series 7 certification (or willingness to obtain)
  • Bilingual in English and Spanish

Benefits

We offer a competitive compensation package, including:

  • Generous salary range: $65,000 - $85,000 per year
  • Opportunities for career growth and professional development
  • A supportive and collaborative work environment


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