Financial Operations Specialist
hace 1 semana
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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