Operations Specialist

We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.

The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.

Qualifications / Job Requirements

• Proven administrative or operations experience, preferably in account management, financial services, or client support
• Excellent written and verbal English communication skills
• Bachelor's Degree in Accounting or Finance, preferred
• Experience in processing 401k rollovers and account transfers preferred
• Strong attention to detail and ability to manage multiple tasks accurately