Internal Operations Specialist

Full Time

Central Arkansas

Cornerstone Financial Network is a national, multi-disciplinary financial services firm. We provide high quality risk management and investment products and services which enables financial professionals across the country to competently serve their clients.

With technology playing an increasingly important role in the development and success of our businesses, it’s critical that we have a skilled Internal Operations Specialist. Qualities such as accountability, crisis management and an ability to prioritize are essential.

CFN is increasingly becoming a preferred source for financial services and is expanding throughout the nation.

The individual will work closely with our senior leadership to identify priority projects and develop strategies to implement them successfully.

Additional Responsibilities:

● Compliance Management: Ensuring that the RIA complies with industry regulations and guidelines, and staying updated on any changes in compliance requirements.

●Workflow Optimization: Streamlining operational processes to enhance efficiency and effectiveness, from client onboarding to portfolio management.

●Technology Integration: Overseeing the implementation and integration of technology solutions that support operational functions, such as portfolio management systems and client relationship management (CRM) tools.

● Risk Management: Identifying and mitigating operational risks to safeguard the firm's assets and ensure continuity of operations.

● Client Servicing Support: Collaborating with client service teams to ensure a smooth client experience, addressing operational issues, and managing client communication related to operations.

● Vendor Management: Managing relationships with third-party service providers and vendors, ensuring that services are delivered in accordance with established standards.

● Reporting and Analysis: Generating and analyzing operational reports to provide insights into the firm's performance and identify areas for improvement.

● Team Leadership: Leading the operations team, providing guidance and support to team members.

● Budgeting and Expense Management: Overseeing the budgeting process for operational expenses and managing costs within established financial parameters.

● Strategic Planning: Collaborating with senior management to contribute to the development and execution of the firm's strategic goals and initiatives.

● Bookkeeping: Proficient in Intuit Quickbooks – setting up expense categories, recording entries for multiple checking accounts. Running normal monthly accounting reports.

● Relationship Management: Support the implementation of automated journeys, creating the ultimate client experience to cultivate relationships and enhance communications.

● Budgeting: Recommend improvements and develop budgets to support recommendations.

● Access and Security: Identify, standardize, and communicate levels of access and security.

● Payroll: Proficient in QB Payroll -managing and running payroll and payroll taxes within the QB system.

● Commissions Accounting: Proficient in Excel, able to pull PDF statements from vendor websites, create reports, and pay compensation to appropriate parties.

Qualifications/Skills:

● Experience and education in working in financial services operations

● Bachelor's degree required

● At least two years of related experience is preferred.

● Working knowledge of financial transactions

● Understanding of accounting principals

● Strong project management and organizational skills

● Ability to manage multiple projects and deliverables simultaneously

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

Ability to Relocate:

• Little Rock, AR: Relocate before starting work (Required)

Work Location: In person