What are the responsibilities and job description for the Operations Analyst position at Aligned Solutions?
Operations Analyst- Miami, Florida
Industry: Financial Services
Job Description
Role Overview:
We are seeking a motivated and detail-oriented Operations Analyst to join our team. This full-time, in-office role is ideal for candidates with prior experience in operations who thrive in a fast-paced environment.
Key Responsibilities:
- Support daily operational tasks to ensure smooth business processes.
- Collaborate with internal teams to optimize workflows and maintain efficiency.
- Handle client service inquiries and provide timely resolutions.
- Maintain accurate records and manage data entry processes.
- Assist with compliance and regulatory documentation.
- Performs back-up for all operational functions as required by workloads and absences.
- Works directly with home office personnel to coordinate branch-home office workflow.
- Completes self-audit of office procedures.
- Assists with confidential matters and compliance visits and replies.
- Assists with controlling expenses and operating at peak efficiencies.
- Oversees ordering of supplies, purchase orders and postage usage.
- Maintains accounting of branch petty cash.
- May review branch invoices and operating statements.
- Researches and resolves complex problems relating to client accounts and inquiries.
- Assists in disseminating information at regular meetings.
- Coordinate rent, facility, office maintenance and cleaning/security issues.
- Recruits, selects, orients, trains and supervises branch operations associates.
- Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
- Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
- Ensures daily staffing levels and cross-training is adequate.
- Coordinates registrations, continuing education, licensing, etc. of personnel.
- Performs other duties and responsibilities as assigned
- Bachelor’s degree and four years’ experience in the financial services industry, preferably including related operational management and supervisory experience
- An equivalent combination of experience, education and/or training as approved by Human Resources
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 3 to 6 years