6 Operations Specialist Jobs in Lehi, UT
Hudson Oaks Wealth Management is Hiring a Remote Operations Specialist
- Organizational Excellence: Maintain accurate and up-to-date records of investment transactions, client interactions, and portfolio performance. Ensure the timely and precise filing of all relevant documents to enhance transparency and client trust.
- Detail-Oriented Approach: Conduct thorough research and analysis to assist our planners in making informed investment decisions that align with our clients's financial goals. Review and prepare investment proposals, financial statements, and market trends with meticulous attention to detail, identifying potential risks and opportunities that impact our clients.
- Proactive Contribution: Anticipate the needs of the investment team and take the initiative to streamline processes, improve workflows, and enhance efficiency—all with a focus on delivering a seamless and exceptional experience for our clients.
- Decisive Decision-Making: Collaborate with investment professionals to evaluate investment opportunities and present well-researched recommendations that align with our clients' unique needs. Participate in discussions, offering valuable insights that contribute to making informed and client-centered decisions.
- Client Engagement: Engage with clients in a professional, attentive, and empathetic manner. Address their inquiries promptly, provide updates on portfolio performance, and actively listen to their needs to build lasting relationships based on trust and exceptional service.
- Marketing Opportunities: Write engaging materials for our websites, client correspondence, and social media pages. Collaborate with team members to craft content that leads to introductions and supports existing client relationships.
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines effectively.
- Proven track record of maintaining a high level of detail orientation in various tasks.
- Demonstrate a proactive and solution-oriented mindset, always seeking ways to enhance the client experience.
- Strong analytical and decision-making abilities, consistently aligning with clients' best interests.
- Excellent written and verbal communication skills, conveying complex concepts clearly to clients.
- Professionalism, integrity, and a commitment to maintaining client confidentiality.
- Relevant certifications, degrees or degree paths, and experience are a plus.
- Microsoft Office Knowledge
- Clear Communication
- Organization Skills
- Attention to Detail
- Ownership of Role
- $20-24 Hourly rate, depending on experience.
- 401(k) with Employer Match
- Group Life and Disability Insurance
- Monthly Health Stipend
- Free Team Lunch each week
- Office mini-events throughout the month
- Quarterly team activities (recent activities: pottery lesson, base jumping simulator, and golf!)
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. Hudson Oaks Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
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Job Summary
Full Time
$70k-88k (estimate)
08/20/2023
06/08/2024
hudson-oaks.com
Provo, UT
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If you are interested in becoming an Operations Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Operations Specialist job description and responsibilities
Compiles, prepares, and distributes correspondence, such as aviation operations reports, aviation safety reports, and flight schedules.
12/27/2021: Buffalo, NY
Coordinating with 3rd-Party Logistics on daily operations, managing KPI Expectations and maintaining a close relationship. The purpose of this position is to optimize daily activities and performance of the business across the board.
02/20/2022: Provo, UT
Collaborating with local operations and other local/HQ teams to collect and action on feedback gathered from the driver community.
02/12/2022: Petaluma, CA
Work collaboratively across the People & Culture team to ensure People Operations processes remain efficient and purposeful for all teams.
12/25/2021: Twin Falls, ID
They have to maintain the quality and efficiency of work around the office premises and ensure excellent output from operations.
12/31/2021: Mesa, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Operations Specialist jobs
Knowledge of transportation operations, safety, security, regulations, and customer service may be required.
12/13/2021: Burlington, VT
Build an optimized Operations Specialist resume quickly and easily using your work experience skills in being an operations specialist.
02/18/2022: Omaha, NE
Communicated strong coaching relationships with new field engineers to better acclimate them with new technologies and field operations.
01/08/2022: Ventura, CA
Extensive experience planning and conducting either manned or unmanned aircraft operations and a professional approach to flight discipline and sound judgment are necessary.
01/16/2022: Santa Ana, CA
Some knowledge of best-practice Procure to Pay (P2P), Procurement Operations, Spend Diagnostic, and B2B business marketplace technologies is also a benefit.
12/15/2021: Gary, IN
Step 3: View the best colleges and universities for Operations Specialist.
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