Operations Specialist

• Process and coordinate fund transfers with accuracy and attention to detail
• Manage and respond to inquiries using email communication systems
• Utilize ticketing platforms to track and resolve operational tasks effectively
• Perform data entry tasks to maintain updated and accurate records
• Collaborate with team members to support financial and investment-related operations
• Ensure compliance with established procedures and company guidelines
• Identify and address discrepancies in documentation or processes
• Provide administrative support to streamline daily operations
• Contribute to maintaining a high standard of customer service in all interactions
• Monitor and prioritize tasks to meet deadlines and organizational goals

• Minimum of 3 years of experience in administrative or operations roles
• Proficiency in handling email communication systems and ticketing platforms
• Strong organizational skills with a focus on detail and accuracy
• Ability to perform data entry efficiently and maintain record accuracy
• Familiarity with financial or investment processes is beneficial but not mandatory
• Capacity to work collaboratively in a team-focused environment
• Excellent problem-solving skills and ability to address discrepancies
• Commitment to maintaining confidentiality and professionalism

Familiarity with financial or investment processes

• medical
• vision
• dental
• life and disability insurance
• eligibility to enroll in company 401(k) plan