Financial Services - Operations Specialist
Hotfoot Recruiters

Tempe, Arizona

Posted in Recruitment Consultancy

This job has expired.

Job Info

HotFoot Recruiters would like to announce the following opportunity available for immediate consideration:

Company: Confidential

Position : Financial Services - Operations Specialist

Location : Tempe, AZ (temporarily work from home)

Type : Contract

Pay: $ 18-19/hr

Summary :

  • This position takes place within the Operations Division of our Financial Services client. You will partner with departments around the firm to deliver accurate and timely client information and account processing services to client and branch teams.
  • You will contribute to developing solutions-based products that improve existing processes and display world-class support to the branch offices that makes it easier for them to foster deep and lasting relationships with clients.
  • Operations plays a key role in delivering exceptional client service by optimizing the client & branch experience, driving process efficiencies & accuracies, as well as safeguarding client assets & maximizing financial contributions.

  • Responsible for effectively and accurately processing routine activities/transactions according to department and compliance guidelines. Functions may include but are not limited to: verifying documents for completeness, completing entries within client/firm accounts, performing calculations relating to exceptions and corrections, and communicating with financial advisors, internal headquarter associates and vendors.
  • Gain an understanding of the brokerage industry, responsibilities of the department and specific functions within the area through constant development.
  • Provide timely and accurate responses to branch and client inquiries with the ability to ask the right question to bring timely, accurate solutions.
  • Effectively use knowledge to respond to operational & technical questions while using tools and resources to ensure service is compliant with current policies, procedures, rules and regulations.
  • Obtains results by putting the client first and driving for results through high standards of performance.
  • Ability to plan, organize, and analyze to make effective decisions by aligning with the firm's strategic objectives, creating a plan for self and others, as well as acting on relevant information.
  • Develops partnerships with others through collaboration and transparent communication, while contributing to an environment that recognizes and celebrates the achievements of others.
  • Remains flexible and open-minded to new demands and challenges; works effectively in ambiguous situations.

Requirements & Qualifications:
  • High school diploma or equivalent is required. A college degree is preferred.
  • A minimum of 1-year experience in an office, processing or service environment is preferred.
  • Must be comfortable working in a fast paced, team-oriented environment; while staying organized to perform and prioritize multiple tasks.
  • Must be able to demonstrate attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
  • Must have excellent written and verbal communication skills, including both processing and customer service interfacing with our branches.
  • Previous experience with Microsoft office tools and spreadsheets is preferred

  • $18-19/hr, depending on experience.
  • Medical, Dental, Vision, eligble 1 st of the month following your first 60 days.
  • Temporarily remote work - Possibility of hybrid schedule.

About HotFoot Recruiters

Founded in 2009, HotFoot Recruiters was born out of a passion for helping others succeed while providing superior staffing solutions and unrivaled client service. We place people first. Our clients, our candidates and our employees are at the forefront of our company's mission above all else. We build partnerships rooted in trust, accountability and results. We take initiative to make a difference because we are the difference.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

This job has expired.

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