Operations Specialist

Join the team at Regent Financial Services, Inc., where we dedicate ourselves to providing comprehensive financial guidance to our clients. Known for our exceptional service, our experienced professionals take a proactive, "hands-on" approach to financial advice. As an Operations Specialist, you will play a vital role in maintaining the smooth operation of our back-office processes, which are crucial to our success.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Process new accounts and complete all necessary documentation for Wealth Management clients.
• Maintain and update client interactions in our Client Relationship Management (CRM) system.
• Assist in the preparation of client review documents and organize meeting logistics.
• Answer and direct incoming phone calls in a professional manner.
• Handle all client service requests for Wealth Management.
• Provide exceptional concierge service to clients.
• Organize and file client and office documents.
• Undertake various operational tasks and special projects as assigned by management.
• Compile and manage reports from various source systems.
• Document and maintain written records of activities.

QUALIFICATIONS:

• Friendly and calm demeanor, coupled with warmth, maturity, and professionalism.
• Ability to multitask effectively in dynamic situations, while keeping management informed as necessary.
• High level of integrity and professionalism, especially in handling confidential information.
• Strong commitment to teamwork, willingness to assist colleagues as needed.
• Exceptional interpersonal and customer service skills.
• Proactive attitude towards learning and taking on new projects.
• Capability to work independently with minimal supervision.

EDUCATION and/or EXPERIENCE:

• High School Diploma or GED required; College degree preferred.
• 2-3 years of experience in the financial services industry is preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat; experience with Redtail or similar industry software is a plus.
• Excellent attention to detail and strong communication skills.

BENEFITS:

• Competitive salary: $35,000 - $45,000 per year.
• 401(k) with company match.
• Medical, Dental, and Vision insurance.
• Paid Time Off (PTO).

Regent Financial Services is an Equal Opportunity Employer

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• How many years of experience in the financial industry do you have?

Experience:

• Office: 3 years (Required)

License/Certification:

• Driver's License (Required)

Ability to Relocate:

• Tulsa, OK: Relocate before starting work (Required)

Work Location: In person

Salary : $35,000 - $45,000