Financial Advisory Group Operations Specialist

Position: FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I
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

* 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.

EDUCATION, EXPERIENCE &

SKILLS:

* 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.

EOE, including disability/vets