FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I

Job Description

Job Description

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