What are the responsibilities and job description for the Operations Specialist position at Kerber, Eck & Braeckel LLP?
Job Description
Job Description
This person works in 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 :
- 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
Additional Responsibilities :
Qualifications
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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