Operations Specialist

Job description

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking an Operations Specialist to work in the Denver, Colorado office. The Operations Specialist helps the organization to ensure that the technology and operating systems are aligned with the company’s business plan. The Operations Specialist will be a key liaison between advisor offices and home office. This role will assist in the onboarding and transition to Salesforce, use of our technology, custodian systems and other applications. This position will assist with Operations reporting and business analysis for future growth. This position will also work through best practices for system use and provide status updates on customizations and implementation.

This position is a full-time, working onsite in-office, position based out of our Denver office.

NOTE: Only people who are currently living in Colorado will be considered for this role.

*** No emails or agencies please. ****

Salary / Benefits Package:

• Base Salary range of $50,000 to $65,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching

Duties and Responsibilities

• Project Management – technology onboarding and process improvement
• Product Management –product ownership with our 3rd party technology vendors
• Operations Research (not client service or custodian)
• Strategic Alignment – Ensure network design is aligned to support the growth of the organization.
• Vendors – Work with our trusted vendors to maintain, upkeep and identify efficiencies for the network in an ever-changing environment.
• Audit – Perform audits to ensure all standards for data integrity are being upheld and users are engaging the system as intended.
• User Experience – Guide advisor offices on how to get the most out of their IT Applications (CRM/MSP/etc.)
• Support – Interact with RVPs to provide a seamless experience to the advisors and CSA’s.
• Grow – Identify and learn appropriate software applications relevant to position. Assist in roadmap planning and prioritization for improved delivery of features.
• Troubleshoot – Perform research and analysis to troubleshoot issues presented by users.
• Process Documentation – Build and document new processes that are support Operations and IT Integrations.
• Internal Systems Onboarding – Work closely with Technology Operations Leadership to ensure proper training and use of technology.
• On Going Training – Ensure the user experience is first-class and provide ongoing training and support to ensure user groups benefit from the technology at hand.
• Vendor and Tech Ops Maintenance – Ensure that software is maintained, updated, and current.
• Hardware Maintenance – Ensure that hardware is maintained, updated, and current.
• Salesforce – platform navigation, integrations, and reporting.
• Custodian Platforms – Identify firm solutions and become an SME

Job Requirements:

• Bachelor’s Degree
• 1-2 years’ experience in Financial Services, Business Analyst, Project Specialist or Operations Role
• Advanced Microsoft Excel Skills
• Microsoft Office 365
• Salesforce User Experience
• Securities, Life or Annuity experience a plus
• Custodian platform experience a plus
• Self-Directed, Self-Motivated, Strong Interpersonal Communications Skills.
• Highly Organizational, Analytical, Advanced Computer Skills.
• Project Management experience a plus.