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The Execu|Search Group
Operations SpecialistThe Execu|Search Group • Fort Lauderdale, Florida
Operations Specialist

Operations Specialist

The Execu|Search Group • Fort Lauderdale, Florida
30+ days ago
Job type
  • Permanent
Job description

Responsibilities

and Duties:
  • Process new account paperwork and manage daily operational tasks.
  • Serve as the Account Service and client service representative for back-office needs.
  • Coordinate with the Trading Department to ensure accurate processing of incoming paperwork.
  • Track, verify, create, and save reports for all incoming documents.
  • Guide new Representatives through the onboarding process, including account paperwork, trade allocations, and other necessary documents.
  • Maintain and enhance existing client relationships by resolving inquiries and updating key information.
  • Provide administrative support to Financial Advisors, including phone coverage and coordination of back-office functions, as well as maintaining the CRM and other technical systems.

Requirements:
  • Minimum of three years' experience in the Financial/Investment Industry is preferred.
  • Strong organizational skills and exceptional attention to detail.
  • Creative problem-solving and analytical abilities.
  • Capability to analyze and improve operational processes.
  • Excellent social, oral, and written communication skills.
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Operations Specialist • Fort Lauderdale, Florida

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