Financial Operations Analyst

REQUIREMENT DETAILS

Job Title: Wealth Management Operations Analyst
Location: Tampa FL– Hybrid (3 in office, 2 remote)
Pay Rate: $22.11/hr on W2
Duration: 6-month contract with possible extension
Hours: 8a-5p

Job Description:

• GWIM Operations Analyst is responsible for providing first contact resolution for account and client on-boarding & maintenance processes.
• We partner with the Branch Office, predominately the Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts.
• This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and FINRA.
• Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.

Responsibilities:

• Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.
• Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc.
• Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients.
• Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.
• Generally 1 year or more experience is preferred.

Required Skills:

• Proven decision-making skills, and the ability to effectively manage risk.
• Proven track record delivering for internal and/or external clients.
• Strong organizational and teamwork skills
• Results oriented; driven and ambitious.
• Must be flexible with schedule
• Quick learner and self sufficient
• Demonstrates initiative while working independently

Desired Skills:

• Knowledge of bank policies, procedures, and Core Values.

Job Type: Contract

Pay: $22.11 per hour

Expected hours: 40 per week

Benefits:

• Health insurance

Schedule:

• 8 hour shift

Ability to Commute:

• Tampa, FL 33634 (Required)

Work Location: In person

Salary : $22