What are the responsibilities and job description for the Financial Services Coordinator position at Belmont Capital Advisors?
About Us
Belmont Capital Advisors is a leading provider of financial services, dedicated to delivering exceptional results for our clients.
We are committed to fostering a collaborative and supportive work environment that encourages growth and development.
Our team of experts is passionate about providing outstanding service and exceeding client expectations.
We are seeking a highly skilled and motivated individual to join our team as an Operations Specialist.
- Bachelor's degree in business, financial services, or a related field preferred.
- 3 years of experience in financial services operations or a similar role.
- Strong knowledge of financial products, custodians, and account servicing processes.
- Proficiency in CRM systems and financial software platforms.
- Excellent attention to detail and organizational skills.
- Ability to work independently while collaborating with a team.
- Strong communication and client service skills.
- Knowledge of regulatory requirements in financial services is a plus.
