What are the responsibilities and job description for the Operations Analyst position at Ascendo Resources?
Are you a Spanish-speaking professional with a passion for streamlining operations and a knack for solving problems? Do you have a solid understanding of the investment management or private wealth industry, including relevant software and technologies? If so, then a leading Financial Services firm in the North Miami area wants to hear from you!
This firm is seeking a talented Operations Analyst with a strong background in the financial services industry to join their growing team. In this role, you will play a critical role in supporting their system migration and ensuring smooth operational transitions. You will be responsible for a variety of tasks, including data entry, account reconciliation, and troubleshooting system issues. You will also have the opportunity to develop your automation skills by creating links between systems to improve efficiency.
Responsibilities :
- Assist with data entry and account reconciliation tasks
- Troubleshoot system issues and provide technical support to advisors and their teams
- Learn and become proficient in the new platform and other relevant financial software
- Develop and implement automation solutions to streamline workflows
- Collaborate with internal teams to improve system performance
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