Associate Operations Specialist - Financial Firm - Denver CO
Associate Operations Specialist - Financial Firm - Denver CO
Posted on :
30-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 45000 - 55000
Vacancy
1 Vacancy
Posted on :
30-04-2025
Job Description
Associate Operations Specialist
E.A. Buck is a fastgrowing financial services company with dual headquarters in Denver and Honolulu. We are seeking an experienced Associate Operations Specialist to join our growing team in Denver CO!
The Operations Specialist helps the organization to ensure that the technology and operating systems are aligned with the companys business plan. The Operations Specialist will be a key liaison between advisor offices and home office. This role will assist in the onboarding and transition to Salesforce use of our technology custodian systems and other applications. This position will assist with Operations reporting and business analysis for future growth. This position will also work through best practices for system use and provide status updates on customizations and implementation.
The Operations Specialist helps the organization to ensure that the technology and operating systems are aligned with the companys business plan. The Operations Specialist will be a key liaison between advisor offices and home office. This role will assist in the onboarding and transition to Salesforce use of our technology custodian systems and other applications. This position will assist with Operations reporting and business analysis for future growth. This position will also work through best practices for system use and provide status updates on customizations and implementation.
Minimum Requirements:
- 12 years experience in Financial Services Business Analyst or Operations Role
- Advance Microsoft Excel Skills
- Salesforce Reporting or Dashboard Experience
- Securities Life or Annuity experience a plus
Responsibilities:
- Maintain Network Maintain network structure.
- Data Security Ensure best practices are in place to protect client and company data.
- Data Management Ensure best practices are in place for data entry in our CRM
- Strategic Alignment Ensure network design is aligned to support the growth of the organization.
- Vendors Work with our trusted vendors to maintain upkeep and identify efficiencies for the network in an everchanging environment.
- Audit Perform audits to ensure all standards for network operations are being upheld and users are engaging the system as intended
- User Experience Guide advisor offices on how to get the most out of their IT Applications (CRM/MSP/etc.
- Support Interact with Sales RVPs and PMs to provide a seamless experience to the advisors and staff.
- Grow Identify and learn appropriate software applications relevant to position. Assist in roadmap planning and prioritization for improved delivery of features.
- Troubleshoot Perform research and analysis to troubleshoot issues presented by users.
- Process Documentation Build and document new processes that are support the software/hardware integrations.
- Internal Systems Onboarding Work closely with COO to ensure proper training and use of technology.
- On Going Training Ensure the user experience is firstclass and provide ongoing training and support to ensure user groups benefit from the technology at hand.
- Software Maintenance Ensure that software is maintained updated and current.
- Hardware Maintenance Ensure that hardware is maintained updated and current.
- Salesforce Reporting Develop and maintain Ops Salesforce Reports and Dashboard
- Custodian Platforms Identify firm solutions and become an SME
Salary:
- $45000$55000 based on experience
Benefits:
- 401k with generous matching
- 100 employer paid insurance (health vision dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO
Hours:
- MondayFriday 8am5pm
- In office: Denver CO
Note: Only people who are currently living in Colorado will be considered for this role.
Presented by Advisor Employee Services Thank you for your interest in the Operations Specialist role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Employment Type
Full Time
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