14 Operations Specialist Jobs in Fort Lauderdale, FL
Sound Income Group is Hiring an Operations Specialist Near Fort Lauderdale, FL
A rapidly expanding RIA (Registered Investment Advisory) Firm located in Fort Lauderdale, Florida, with over $2.5 billion AUM has an immediate need for a Operations Specialist to assist the Chief Operating Officer and other Executives in the workflow of the company's daily operations.
The successful candidate should possess strong organizational and time management skills, have a high degree of "attention to detail" and be able to perform well under pressure, with minimal supervision.
This is an in-office position at our Ft Lauderdale (33309) location. No remote or hybrid scheduling.
What Sound Income Group offers:
- Great company culture, we actually like working with each other!
- Competitive compensation!
- Great benefits package! The company pays for all of the employee's benefits! That's right - Medical, Dental, Vision, Long/Short Term Disability, and Life Insurance!
- Paid time off including holidays!
- Opportunity for growth within the company
- Professional, fun business environment in newly remodeled suite in corporate building with free parking, easy access to interstate, and the TriRail commuter train (stops in our back parking lot).
- Responsible for new accounts paperwork processing, daily operations responsibilities.
- Work as Account Service and client service representative for day-to-day back-office operation's needs.
- Coordinate with the Trading Department to ensure all incoming paperwork is processed properly.
- Track, verify, create, and save reports for all incoming documents.
- Coordinate the process of onboarding new Representatives on how to properly fill out account paperwork, trade allocations, and various other documents.
- Maintain existing client relationships by resolving client inquiries and keeping key information up to date.
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, phone coverage and coordination of back-office related functions as well as CRM and other tech- maintenance.
Requirements
- Three or more years' experience within the Financial/Investment Industry a plus.
- Strong organizational skills and exceptional attention to detail.
- Creative thinker with strong problem-solving and analytical skills.
- The ability to analyze and improve operational processes.
- Good social, oral, and written communication skills.
- High self-initiative and the ability to perform duties with minimal supervision.
- Proficient in technology, especially Microsoft Office applications: Word, Excel, Outlook.
- Series 65 License a plus (actively working towards/willing to pursue).
- Must be legally authorized to work in the US without sponsorship.
Job Summary
Full Time
$76k-98k (estimate)
05/29/2024
06/15/2024
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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.
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Work collaboratively across the People & Culture team to ensure People Operations processes remain efficient and purposeful for all teams.
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They have to maintain the quality and efficiency of work around the office premises and ensure excellent output from operations.
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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.
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Extensive experience planning and conducting either manned or unmanned aircraft operations and a professional approach to flight discipline and sound judgment are necessary.
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Some knowledge of best-practice Procure to Pay (P2P), Procurement Operations, Spend Diagnostic, and B2B business marketplace technologies is also a benefit.
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Step 3: View the best colleges and universities for Operations Specialist.
