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Operations Specialist

BCI - Brokerage Consultants Inc
Green, WI Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/22/2025

Operations Specialist | Green Bay, WI

A growing wealth management firm is seeking an Operations Specialist to support their mission of helping clients achieve financial success. This role is vital to the firm's daily operations, ensuring efficient back-office processes, accurate client paperwork, and smooth office functionality.

Responsibilities :

Process new account openings, account transfers, contributions, redemptions, and beneficiary changes

Prepare and review client meeting update books

Send update meeting invitations and correspondence

Perform various operational activities to support office functions

Develop and maintain detailed written procedures for all activities

Greet clients and prospective clients ensuring a professional office visit

Manage incoming telephone calls, sort and distribute mail, and send client correspondence

Ensure client paperwork is accurately assembled, sent, and completed

Manage calendars for Wealth Advisors and other staff

Order and maintain office supplies

Coordinate with outside vendors as needed

Requirements :

Bachelor's degree in Finance or a related field

FINRA Series 7 license required; Series 65 (or Series 66) must be obtained after hire

Detail-oriented with excellent organizational and time management skills

Ability to manage multiple tasks within tight deadlines

Proficient in Microsoft Office Suite

Strong analytical and research abilities

Excellent verbal, written, presentation, and interpersonal communication skills

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