Operations Priority Specialist
Company: Commonwealth Financial Network LLC
Location: Cincinnati
Posted on: October 2, 2024
Job Description:
Min: USD $47,000.00/Yr.
Max: USD $55,000.00/Yr.
Overview
If you're looking for a high-energy, inclusive atmosphere and a
company that understands the importance of work/life balance,
Commonwealth is your match! From generous bonus and 401(k) programs
to tuition reimbursement and flexible work schedules, Commonwealth
is focused on helping its employees thrive in an environment suited
to their needs. On top of all that, the Operations department
offers a hybrid work schedule, so you'll be able to work from home
for part of the week! We're looking for an operations priority
specialist to join our ranks in greater Cincinnati, Ohio! Our main
objective is to help Commonwealth's Operations teams meet and
exceed their own high standards by seamlessly moving between
operations departments whenever there is a volume spike or staffing
shortage-sometimes daily. Versatility is a must. Key
Responsibilities
- Learning the daily processes of and maintaining positive
relationships with our New Accounts, Cashiering, General
Investigations, Transfer of Assets, and Retirement Operations
teams
- Rotating in and out of departments, depending on the current
business needs of each area
- Working in different environments and building relationships
with the departments we support
- Increasing your own visibility within the firm while building a
well-rounded background in financial services operations
- Helping our bi-coastal team to succeed in consistently
providing indispensable service to our advisors, field staff, and
coworkers
- Providing constructive ideas for process improvements and
consulting on projects and initiatives around the firm Core
Strengths and Skills
- 1-2 years' experience in the brokerage industry
- Highly organized, detail-oriented, energetic, and able to
manage multiple tasks and change gears quickly
- A drive to gain operations knowledge and visibility to advance
your career
- Excellent communication skills, both verbal and written
- Customer service mentality and eagerness to help
- Proven ability to solve problems and think creatively
- Team player with the ability to work independently
- A quick and versatile learnerHave we piqued your curiosity? Can
you see yourself thriving in this opportunity? Picture Yourself
Here At Commonwealth, we believe in a better world. We hold
ourselves and each other to higher standards. We take care of one
another. That's why we invest in you-we encourage employee growth
both in your career and education; we are building out a robust
diversity, equity, and inclusion program; we offer incredible
health care benefits; and we find plenty of occasions to celebrate.
What's not to love? We are always striving to be better, and we are
looking for employees who share that same mindset. Better people,
better coworkers, better leaders, better creators. Bring your best
work and your full self to the table, and we will do the same.
Together, we can build a better future for our advisors, their
clients, our company, and you. About Commonwealth Commonwealth
Financial Network, Member FINRA/SIPC, a Registered Investment
Adviser, provides a suite of business solutions that empowers more
than 2,000 independent financial advisors nationwide. Privately
held since 1979, the firm has headquarters in Waltham,
Massachusetts; San Diego, California and a new office opening soon
in greater Cincinnati, Ohio. Turning our advisors into raving fans
starts by doing the same for our employees. We foster an
environment of excellence, growth, rewards, and fun in equal
measure, which has earned us 44 Best Place to Work awards. The Fine
Print We care about your online safety as a prospective employee
and encourage you to exercise caution when responding to job
postings online. Commonwealth will never ask potential hiring
candidates to pay or transfer funds as a precondition of interviews
or employment, nor will we authorize recruiters or agents to do so
on our behalf. Commonwealth is an equal opportunity employer,
making intentional efforts to source talent from all
backgrounds.
Min
USD $47,000.00/Yr.
Max
USD $55,000.00/Yr.
Compensation details: 47000-55000
PId0f33e963823-37248-34789069
Keywords: Commonwealth Financial Network LLC, Louisville , Operations Priority Specialist, Other , Cincinnati, Kentucky
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