What are the responsibilities and job description for the Bannering Operations Analyst position at TalentBridge?
TITLE: Bannering Operations Analyst (Wealth Management)
LOCATION: Jacksonville, FL 32246
DURATION: 06 months contract
PAY RATE: $21/hr on w2
NOTE: Overtime may be required to support business needs.
Summary:
Looking for someone with strong ability to prioritize, complete tasks, think beyond a checklist, be flexible, and be able to shift priorities. This is an individual contributor that supports operations for a small unit or work team in Wealth Management Operations - Bannering Operations. Supporting Brokerage branch offices with Bannering and visibility of clients Bank relationships.
Responsibilities:
LOCATION: Jacksonville, FL 32246
DURATION: 06 months contract
PAY RATE: $21/hr on w2
NOTE: Overtime may be required to support business needs.
Summary:
Looking for someone with strong ability to prioritize, complete tasks, think beyond a checklist, be flexible, and be able to shift priorities. This is an individual contributor that supports operations for a small unit or work team in Wealth Management Operations - Bannering Operations. Supporting Brokerage branch offices with Bannering and visibility of clients Bank relationships.
Responsibilities:
- Assisting the team with everyday functions.
- Collaborate with partners inside and outside the organization.
- Make strategic decisions, use time effectively, and prioritize to meet and exceed line of business goals.
- Disseminate information regarding policies, procedures, roles and responsibilities including regulatory requirements.
- Strong commitment to client satisfaction and service ownership.
- Strong organizational skills with attention to detail and focus on quality.
- Strong analytical and problem-solving skills.
- Demonstrated qualities of cooperative and professional work ethic.
- Strong written and verbal communication to tailor communications to audience, actively listen, and follow-up with questions and updates to involved parties.
- Professional Demeanor: Demonstrating patience, composure, and client service attitude.
- Comprehend and empathize with client needs, devote time and effort to satisfy client's requests.
- Problem Solving and Decision-Making skills, thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.
- Flexibility to handle multiple projects and daily tasks, adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.
- Identify process improvements, demonstrate a "self-starter” behavior and willingness to help others.
Salary : $21
