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Operations Specialist

Company: HBKS Wealth Advisors
Location: Erie
Posted on: August 10, 2019

Job Description:

The Operations Specialist works directly with the Chief Operating Officer, and is responsible for performing and/or assisting in various business technology, marketing, compliance and various project management duties. The essential functions of this position are: ---- * Prepare, consolidate and/or analyze periodic reports for management; identify, research, ---- monitor and report operational trends that affect business performance. * Assist in the completions of various duties and tasks as required. * Assist with marketing and advertising initiatives, including seminars, presentations, firm ---- conferences, etc.---- * Assist with the implementation of compliance policies and procedures. * Identify and present to management, business opportunities/improvements that positively ---- affect customer satisfaction, employee efficiency and financial results. * Display a high degree of technical and professional competence. * Display strong analytical, problem-solving, organizational skills as well as the ability to make ---- independent decisions and manage projects. * Assist with special studies.research requiring financial and operations analysis. * Maintain strict confidentiality of all clients and the firm business. Candidates should possess a--Bachelor's degrre and have a Series 7, or 66 securities license. Previous experience working in a financial service firm is preferred.

Keywords: HBKS Wealth Advisors, Erie , Operations Specialist, Other , Erie, Pennsylvania

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