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Steward Partners · 18 hours ago

Operations Specialist

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Steward Partners Global Advisory is a leading independent private financial services firm that provides comprehensive financial solutions to clients. The Operations Specialist will oversee daily workflows, manage money movement, and identify process improvements to support operational functions.

AdviceAsset ManagementBankingConsultingDelivery ServiceFinancial Services

Responsibilities

Review daily work items, assemble pertinent documents for Principal to review and approve

Download and review daily, monthly, quarterly reports for accuracy and completion prior to submitting to Operation/Supervision Manager for final approval

Provide account information to clients and Financial Advisors as requested. Process all trade corrections and complete reports as required

Maintain accurate customer account records, process customer account changes, respond to inquiries, research requests, problem resolution and perform other duties as assigned by Supervisor

Process incoming and outgoing mail. Maintain correspondence files and office files

Prepare the daily bank deposit

Perform administrative duties that support daily branch operations, including but not limited to, telephone coverage and document maintenance

Qualification

FINRA Series 7FINRA Series 24Investment industry experienceMicrosoft OfficeCustodian platforms experienceAnalytical skillsClient service orientationInterpersonal skillsTeam playerDetail oriented