Operations Associate Advisor for Financial Services
hace 7 días
At Ll Oefentherapie, we are seeking a skilled Operations Associate Advisor to provide operational support to our Financial Advisors.
About the Role
The ideal candidate will have a strong background in business administration and excellent communication skills. The selected candidate will be responsible for providing operations, onboarding, reporting, and client assistance to our Financial Advisors.
Responsibilities
- Provide Operations Support: Assist with day-to-day operations, including administrative tasks, data entry, and record-keeping.
- Onboarding and Training: Ensure a smooth onboarding experience for new clients, including training and education on our services.
- Reporting and Analytics: Generate reports and analyze data to help us better understand our clients' needs and improve our services.
- Client Assistance: Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues promptly.
Requirements
- Bachelor's Degree in Business Administration: A degree in business administration or a related field is preferred.
- Minimum 1-2 Years of Work Experience: Requires a minimum of 1 to 2 years of work-related experience.
- Excellent Communication Skills: Strong verbal and written communication skills are essential.
- Organizational and Time Management Skills: Ability to prioritize tasks, manage time effectively, and meet deadlines.
- Customer Service Attitude: A customer-focused attitude and strong interpersonal skills are required.
- Ability to Work Under Pressure: Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
- Knowledge of Microsoft Platforms/Software: Familiarity with Microsoft platforms/software (Word, Excel, PowerPoint, Outlook) is necessary.
- Bilingual (English/Spanish): Bilingual skills are an asset.
Skills and Qualifications
- Communication
- Customer Service
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Organization Skills
- Time Management
Salary: We offer a competitive salary of $60,000 - $80,000 per year, depending on experience.
-
Investment Operations Coordinator
hace 3 horas
Colombia Kestra Financial Independent Advisor A tiempo completoJob SummaryWe are seeking a highly skilled Investment Operations professional to join our team at Kestra Financial Independent Advisor. The successful candidate will be responsible for efficiently managing client relations, investment operations, and general office responsibilities.About the RoleThis is an exciting opportunity for a motivated individual to...
-
Investment Operations
hace 12 horas
Colombia Kestra Financial Independent Advisor A tiempo completoThe Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations, and general office responsibilities. Essential Duties & Responsibilities : Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests ...
-
Operations Associate
hace 1 semana
Colombia Ll Oefentherapie A tiempo completoThe Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors. JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) Bachelor's degree in Business Administration, Finance, or related field. Minimum of 2 to 4 years of work-related experience. Series 7...
-
Colombia FullStack Labs Inc. A tiempo completoJob Description:We are seeking an experienced Financial Operations Manager to oversee the financial activities of our organization. As a key member of our team, you will be responsible for managing and maintaining accurate financial records, ensuring compliance with financial regulations, and providing strategic financial guidance to support business...
-
Financial Services Specialist: Retirement Plan Expert
hace 2 semanas
Colombia Guidant Financial A tiempo completoAbout Guidant FinancialGuidant Financial is a leading provider of innovative funding solutions for entrepreneurs and small businesses. Our mission is to empower entrepreneurs to realize their dreams and increase the number of people who succeed in small business.The Role:We are seeking an experienced Retirement Plan Specialist to join our team. As a key...
-
Financial Institutions Coverage Associate
hace 5 meses
Colombia BNP Paribas A tiempo completoFINANCIAL INSTITUTIONS COVERAGE ASSOCIATE (JOB NUMBER: COV000359) **About BNP Paribas**: BNP Paribas is a leading Global Bank. It has a presence in 73 countries, with more than 200,000 employees worldwide. The Group covers the financial universe through three main operating lines: Retail Banking, (RB) Investment & Protection Services (IPS) and Corporate...
-
Senior Financial Operations Specialist
hace 7 días
Colombia Proper A tiempo completoFinancial Operations at ProperWe're a globally connected team of developers, designers, engineers, accountants, CPAs, project managers, and creatives providing cutting-edge property accounting services. Our collaborative culture is built on respect, effective communication, joy, and continuous personal growth.We're seeking a Senior Financial Operations...
-
Elite Financial Advisor Opportunities with Merrill
hace 2 semanas
Colombia Bank Of America A tiempo completoJob DescriptionMerrill, a leading wealth management division of Bank of America, is seeking experienced professionals to join our team as Merrill Financial Solutions Advisors. This role provides a unique opportunity for growth and development in the financial services industry.About the RoleWe are looking for ambitious and results-driven individuals who...
-
Financial Solutions Advisor
hace 4 semanas
Colombia Bank of America A tiempo completoMerrill Financial Solutions Advisor – Columbia, SC OfficeJob Overview:At Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a key role in providing expert advice and guidance to affluent and high net worth clients. You'll work closely with clients to understand their...
-
Financial Support Associate
hace 7 días
Colombia Cali Digital A tiempo completoJob OverviewCali Digital seeks a highly skilled and organized Financial Support Associate to join our team. This part-time role is ideal for individuals who value flexible working arrangements, possess strong work ethics, and have expertise in using Xero to support small businesses.The successful candidate will be responsible for providing administrative...
-
Financial Operations Lead
hace 7 días
Colombia PayJoy Inc. A tiempo completoAt PayJoy Inc., we are seeking a highly skilled Financial Operations Lead to spearhead the optimization of our financial operations.The ideal candidate will have strong background in financial management, exceptional problem-solving skills, and ability to drive change across global teams.Responsibilities include:Strategic leadership in financial...
-
Financial Operations Manager
hace 3 semanas
Colombia HardBeauty, LLC A tiempo completoJob Title: Financial Operations ManagerAt HardBeauty, LLC, we are seeking a highly skilled Financial Operations Manager to oversee all financial activities, ensuring accurate bookkeeping, payroll management, financial reporting, and compliance with financial regulations.Key Responsibilities:Maintain accurate financial records, including bookkeeping, accounts...
-
Solution Advisor Associate- SAP Academy for Customer Success
hace 4 semanas
Colombia SAP SE A tiempo completoSolution Advisor Associate RoleAt SAP, we empower our employees to bring out their best. Our company culture is centered around collaboration and a shared passion to help the world run better. We focus every day on building the foundation for tomorrow and creating a workplace that values diversity, flexibility, and a purpose-driven approach. We offer a...
-
Senior Financial Operations Manager
hace 4 semanas
Colombia PayJoy Inc. A tiempo completoAbout PayJoyPayJoy is a mission-driven financial services provider dedicated to empowering under-served customers in emerging markets to achieve financial stability and success. Leveraging our patented technology and cutting-edge machine learning, data science, and anti-fraud AI, we offer the lowest cost and highest quality financial services in the...
-
Financial Operations Director
hace 7 días
Colombia FullStack Labs Inc. A tiempo completoWe are seeking a seasoned Senior Accountant to join our team at FullStack Labs Inc. as a key member in maintaining accurate financial records and ensuring compliance with accounting principles.About the RoleThis is a full-time position that involves managing day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger...
-
Financial Operations Specialist
hace 2 semanas
Colombia Cali Digital A tiempo completoJob Summary: We are seeking a highly skilled and organized Financial Operations Specialist to join our team at Cali Digital.This part-time role will involve supporting our finance team with tasks such as accounts payable, accounts receivable, and Xero management.As a Financial Operations Specialist, you will be responsible for maintaining accurate and...
-
Financial Operations Manager
hace 1 mes
Colombia PayJoy Inc. A tiempo completoAbout PayJoy PayJoy is a mission-first financial service provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success. We lend through our patented technology that turns a smartphone into digital collateral, and our cutting-edge machine learning, data science, and anti-fraud AI allow us to offer the...
-
Financial Operations Analyst
hace 4 semanas
Colombia Ellucian Company L.P. A tiempo completoUnlock Learning For AllWe are dedicated to helping higher education institutions empower student success by providing solutions that support the entire student lifecycle and deliver insights needed now and into the future. At Ellucian, we believe in humanizing our approach, recognizing that our people are our greatest strength.We are seeking a skilled...
-
Senior Financial Operations Specialist
hace 7 días
Colombia Gove A tiempo completoWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Gove. As a key member of our finance department, you will play a crucial role in providing accurate and data-driven insights to inform our business decisions.With over 10 years of experience in financial analysis, you will be responsible for creating and implementing...
-
Financial Operations Specialist
hace 4 semanas
Colombia Proper A tiempo completoProper is a rapidly growing startup that values your skills, voice, and happiness.We're a team of developers, designers, engineers, accountants, CPAs, project managers, and creatives from all over the world. Our diverse team is passionate about creating something new that improves people's lives while working together in a culture of collaboration, respect,...