Operational Specialist

Thurston Springer Financial; Indianapolis (IN); On-site; USD 30,000 - 32,000; Full time

Job summary

Thurston Springer Financial seeks an Operations Specialist to enhance operational processing and service within our fast-growing firm. Candidates should have administrative support experience, technology proficiency, and the ability to manage multiple projects efficiently. This entry-level role offers a dynamic work environment and opportunities for professional development.

Qualifications

• 2+ years of hands-on administrative support experience in an office environment.
• Ability to multitask and prioritize multiple projects.
• Background in financial services is beneficial.

Responsibilities

• Complete daily operations pre-screen review.
• Train advisors on all operations and commissions systems.
• Manage electronic workflow and resolve open invoice items.

Skills

Administrative support

Technology proficiency

Multitasking

Prioritization

Knowledge of financial services

Education

Bachelor's degree

Tools

Excel

Word

Salesforce

workflow systems

Job description

We are looking for an Operations Specialist to work in our fast growing financial services firm! This role will be primarily focused on operational processing and service, as well as assisting the commissions department with document processing.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

· Complete daily operations pre-screen review

· Train advisors on all operations and commissions systems

· Assist Operations Manager with Transition process for new advisors

· Serve as primary service and support contact for advisors

· Act as a backup for commission specialist

· Manage electronic workflow, monitor and resolve open invoice items

· Work on special projects as requested

· Perform other job-related duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

· 2+ years of hands-on administrative support experience in an office environment

· Technology proficiency - Excel, Word, Salesforce, workflow systems

· Must be able to multitask and prioritize multiple projects

· Background working in a financial services office would be beneficial

· Bachelor's degree preferred

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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