What are the responsibilities and job description for the FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I position at Springs Valley Bank & Trust Company?
JOB DESCRIPTION: FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I
DEPARTMENT: Financial Advisory Group
REPORTS TO: Financial Advisory Group Operations Manager
SUPERVISES: No supervisory responsibility
JOB SUMMARY: Performs operational duties for the Financial Advisory Group and works with Financial Advisors in all aspects of maintaining client accounts in a growing department with opportunities for advancement.
Major Duties & Responsibilities
DEPARTMENT: Financial Advisory Group
REPORTS TO: Financial Advisory Group Operations Manager
SUPERVISES: No supervisory responsibility
JOB SUMMARY: Performs operational duties for the Financial Advisory Group and works with Financial Advisors in all aspects of maintaining client accounts in a growing department with opportunities for advancement.
Major Duties & Responsibilities
- Processes a variety of scheduled transactions (checks, ACH, bill pay, and federal and state withholding).
- Creates and maintains extensive follow-up/tickler and filing system. Reviews daily tickler report and follows up on status of ticklers.
- Reconciles general ledger and internal operating accounts.
- Assists in solving operational issues.
- Performs administrative duties such as telephone support, distribution of mail, and filing.
- Researches items and completes special projects as needed.
- Handles and answers customer inquiries in accordance with Brand Standards.
- Cross-trains on other operational duties.
- Bachelor's degree in finance or related field or 4 years of financial/accounting related work experience.
- Ability to work independently, as well as part of a larger team.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills
- Interest in accounting principles and improving personal financial literacy.
- Fluency in computer applications such as accounting software and Microsoft Office Programs.