What are the responsibilities and job description for the Operations/ Client Services Administrator position at Steward Financial Services?
Company Description
Steward Financial Services, LLC, is a distinguished financial services firm that prioritizes personalized financial and advisory services for businesses and families. As trusted advocates, the company goes beyond traditional offerings to deliver tailored corporate benefits and strategic solutions. Known for its client-centered approach, Steward Financial provides innovative solutions to address unique financial needs. The company has built a reputation for exceeding expectations in the financial industry.
Role Description
This is a full-time on-site Operations/Client services role located in Salt Lake City, UT. The Operations/Client services will oversee the daily operations of the office to ensure efficiency and effectiveness in delivering services. Responsibilities include managing operational processes, optimizing workflow, and collaborating with leadership to implement organizational strategies. The role also requires monitoring performance metrics, and ensuring compliance with company standards and industry regulations.
Qualifications
- Operations management and process optimization skills, with the ability to improve workflow efficiency
- Excellent organizational and time-management abilities to oversee multiple projects and initiatives
- Analytical and problem-solving skills for performance evaluation and decision-making
- Familiarity with the financial services industry, including regulatory compliance, preferred
- Proficiency in relevant operations software and tools
- Strong communication and interpersonal skills to work effectively with team members and clients
- Redtail CRM
- Orion