What are the responsibilities and job description for the Operations Specialist (Level III) position at Axelon?
Operations Analyst
s part of Wealth Management Operations (WMO), Investment Information Management Organization, the Operations Analyst role supports the Brokerage Institutional Consulting Line of Business within Workplace Benefits. The Information Management Analyst is responsible for assisting with client onboarding into the Brokerage Institutional Consulting performance platforms, reviewing performance data and returns within the performance platform, and providing support to the Brokerage Institutional Consultants and their team's.
Responsibilities :
- Complete client onboarding activities for performance platforms
- Review and validate performance data and returns on performance platforms
- Supports Brokerage Institutional Consultant inquiries
- Previous experience supporting an operational function at a financial institution
- Knowledge of investment products and vehicles
- Previous customer service experience
- Intermediate proficiency in excel required
- Relevant coursework in finance a plus
- Previous experience working for a broker dealer or supporting a financial advisory team
Required Skills / Experience :
Desired Skills / Experience :
