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As our Financial Services Operations Supervisor in Purchasing , you will be responsible for performing various financial and administrative tasks to support the operations of a financial institution or department. You will work closely with team members, and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes.
As the ideal candidate, you should possess strong leadership skills, attention to detail, clear and professional communication, a commitment to accuracy, the ability to work effectively within a team, an in-depth knowledge of financial processes, and a positive attitude. As the Supervisor, you will be the Subject Matter Expert in the department and will work closely with the Director of Operations on all department matters.
Salary Range:
Starting salary is typically between $65,000 and $73,000 annually, however, it is ultimately determined by the scope of the position, the candidate's relevant experience, credentials/certifications and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more.
Location Information : On-Site at our Carpinteria, CA Headquarters
This position is considered an essential role day 1, meaning employees in this role must be able to perform their responsibilities without a lapse of time should a business continuity situation arise e.g., COVID-19 Pandemic.
Purchasing Department Specific Responsibilities
Position Information: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.
Qualifications:
Critical Competencies:
Important Competencies:
Supporting Competencies:
Service Principles – BeEPIIC Framework:
Belonging – Foster a unified front, bridging diverse talents and perspectives towards our shared goals. Our unity reflects our commitment to collaborate, respect, and support each other in pursuit of collective success.
Empowerment – Fostering a supportive environment where employees are encouraged to take ownership, make decisions, and drive positive change for the company and its customers.
Pride – Cherish our work, team, and organization. Our pursuit of excellence and respect for our mission, colleagues, customers, and community fuels our collective success and sense of pride.
Integrity – Trust, Credibility, Dependability. Our members and partners trusted us with their financial wellbeing, something we’ll continually earn through integrity in everything we do.
Innovation – Embracing change and seeking out creative forward-thinking approaches to better serve our customers and stay ahead of the competition.
Customer Centricity – Putting the customer at the heart of each decision and striving to exceed their expectations at every touchpoint.
Education/Licenses:
• High School Diploma required.
• Bachelor’s degree in finance, Accounting, Business Administration, or related field (or equivalent work experience) a major plus.
• Previous experience of four plus years in a financial services or operations role.
Licenses and/or Certifications Required
FINRA SERIES LICENSE – 7
Full Time
$120k-155k (estimate)
06/27/2024
07/15/2024
planmember.com
Carpinteria, CA
200 - 500