What are the responsibilities and job description for the Operations Specialist position at Kerber, Eck & Braeckel LLP?
This person works in our St. Louis office and assists each advisor with the operational needs of his or her clients through developing and maintaining good working relationships with both the clients and advisors. This person has good communications skills, provides excellent client service and outstanding operational support.
Essential Duties and Responsibilities:
Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities.
KEB offers a competitive wage and comprehensive benefits package, demonstrating our commitment to attracting, retaining, and supporting top professionals in their careers.
Kerber, Eck & Braeckel LLP is an Equal Opportunity Employer.
Essential Duties and Responsibilities:
- Provides quick and accurate answers to operational questions for advisors and clients
- Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM
- Monitors pending new accounts and transfers
- Handles all communication regarding custodians through our back office providers
- Works with team leader on special projects (such as client appreciation events)
- Review quarterly reports for accuracy and collates reports.
- Acquire working knowledge of our investment philosophy
- Tracks and completes any special projects throughout the year, including advisor notifications and year-end required minimum distributions
- Monitors client asset investment allocations
- Prepare investment allocation rebalance recommendations for advisor review
- Monitor cash levels for client periodic disbursements and deposits
- Diligent recording of client communication and all support in CRM
- Retirement analysis data input
- Portfolio analysis data input
- Social security analysis data input
- Manages client onboarding process
- Bachelor's degree or equivalent work experience in financial services industry
- Attention to accuracy and detail
- Ability to learn and adapt to new software
- Strong commitment to superb client service
- Possess a positive attitude toward learning
- Strong interpersonal skills and ability to work well with various personality types. Ability to multi-task and quickly switch priorities when necessary
- Must be organized and efficient in a demanding work environment
- Ability to remain calm under stress
- Working knowledge of Microsoft suite products
Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities.
KEB offers a competitive wage and comprehensive benefits package, demonstrating our commitment to attracting, retaining, and supporting top professionals in their careers.
Kerber, Eck & Braeckel LLP is an Equal Opportunity Employer.
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