Operations Specialist - Securities Administration - Wheeling, WV

Operations Specialist - Securities Administration

Location:

Bank Plaza – Wheeling, WV and Henderson Rd – Columbus, OH (Full‑time, in‑office)

• High School Diploma or GED.
• Clerical experience preferred.

The Operations Specialist works as part of a team to track and record incoming business, create electronic and/or paper files, and record and submit required reports to management and the clearing firm. The position also supports customer service and investment advisors, handling incoming calls and service issues in a prompt and courteous manner. Multitasking across these tasks is critical.

• Receive calls and handle issues from customers, advisors, management, and others.
• Maintain knowledge of procedures and documents needed for account opening and editing.
• Process required documents for incoming and outgoing advisors with insurance carriers and mutual fund companies.
• Compile daily, monthly, and quarterly reports.
• Work with the team to meet departmental goals and create efficiencies when possible.

• Acquire and maintain proficiency in the bank’s policies and procedures; adhere to all applicable laws, rules, and regulations.
• Complete all assigned compliance training in a timely manner.
• Provide exceptional customer service skills.
• Perform general administrative/clerical tasks.
• Be detail‑oriented and accurate.
• Have excellent organization skills.
• Have strong interpersonal and reasoning skills.
• Understand general accounting.
• Possess accurate keyboarding skills.
• Be able to work with deadlines.
• Be able to handle travel to assigned offices.
• Possess proven sales skills, be proactive and generate opportunities.
• Be proficient in Microsoft Office products.