Financial Operations Specialist
hace 3 días
Join Our Team
We are looking for a highly skilled and motivated individual to join our Financial Operations Specialist team. In this role, you will be responsible for providing operational support to our clients, coordinating requests and resolving issues in a timely and professional manner.
Key Responsibilities
- Fulfill operational tasks between Fisher Investments and top brokerage houses
- Interact with clients to establish and clear accounts and resolve documentation and transfer issues
- Collaborate with internal departments to ensure seamless delivery of services
Requirements
- Proficient in written and verbal English
- Bachelor's degree, or equivalent combination of education and experience
- Ability to maintain quality work while adhering to deadlines
- Strong communication and problem-solving skills
Why Work with Us
We offer a dynamic and supportive work environment that values our employees' growth and development. Our comprehensive benefits package includes:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- Collaborative working environment with ongoing training, educational support, and employee appreciation events
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