Operations Priority Specialist
Company: Commonwealth Financial Network LLC
Location: Cincinnati
Posted on: October 2, 2024
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Job Description:
Min: USD $47,000.00/Yr.Max: USD $55,000.00/Yr.OverviewIf 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 supportIncreasing your own visibility within the
firm while building a well-rounded background in financial services
operationsHelping our bi-coastal team to succeed in consistently
providing indispensable service to our advisors, field staff, and
coworkersProviding 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 quicklyA drive to gain
operations knowledge and visibility to advance your careerExcellent
communication skills, both verbal and written Customer service
mentality and eagerness to helpProven ability to solve problems and
think creativelyTeam player with the ability to work independentlyA
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. MinUSD
$47,000.00/Yr.MaxUSD $55,000.00/Yr.Compensation details:
47000-55000PIf12a30636a88-25660-34789069
Keywords: Commonwealth Financial Network LLC, Louisville , Operations Priority Specialist, Other , Cincinnati, Kentucky
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