What are the responsibilities and job description for the Financial Analyst position at Veterans Sourcing Group?

REQUIREMENT DETAILS

Job Title: Wealth Management Operations Specialist
Location: Jacksonville, FL- ONSITE
Duration: 6-month contract with possible extension / conversion to perm
Pay Rate: $22.11/hr W2

Description:

The successful candidate will have a 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. Responsibilities include but are not limited to: supporting Bank’s branch offices with Bannering and visibility of clients Bank relationships.

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

Required Skills:

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 Demeanour: 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” behaviour and willingness to help others
Overtime may be required to support business needs