Operations Associate - Veterans Sourcing Group
Columbus, OH 43219
About the Job
Operations Associate
Columbus, OH
$20/Hr
Top three skills:
Columbus, OH
$20/Hr
Top three skills:
- Good problem-solving skills
- Flexibility
- Ability to explain complex concepts easily
- The Advisory Operations Associate will serve as a subject matter expert and point of contact for Brokerage branch personnel in regards to Advisory account opening, maintenance, and billing
- The associate will explain various policies and procedures, assist with navigation of the firm's systems as well as process branch personnel requests
- Inquiries and processing request include, but are not limited to, Advisory account opening, clearing account deficiencies, adjusting the client's advisory fee rate, explaining the firms standard floor and support levels, linking client accounts for billing purposes, modifying a debit account, and various advisory policies that affect commission
- The Advisory Operations Associate will work with Advisory Operations on researching exception reports and will assist in Advisory Related Project work
- Required and Preferred qualifications to be listed on the requisition
- Efficient written and oral communication skills
- Strong interpersonal and service skills
- Problem solving, personal accountability, ownership, and professionalism
- Ability to learn quickly and apply knowledge
- Teamwork as well as ability to work well individually Four-year degree in Finance, Economics, Business Management, Communications or similar preferred
- General knowledge of financial markets
- Working knowledge of Brokerage systems and policies and Billing on advisory accounts a plus
Source : Veterans Sourcing Group
