Operations Specialist

Collabera; Jacksonville (FL); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

medical insurance

dental insurance

vision insurance

401(k) retirement plan

life insurance

long-term disability insurance

short-term disability insurance

paid parking/public transportation

paid time

paid sick and safe time

hours of paid vacation time

weeks of paid parental leave

paid holidays annually - AS Applicable

Job summary

Collabera is seeking an Operations Specialist for an onsite role in Jacksonville, FL, supporting the Investment Advisory Governance team within Wealth Management. You will help oversee fiduciary processes, respond to policy inquiries, and evaluate client account requests in line with established guidelines.

The position requires coordinating with ISG, field leadership, and financial advisors to ensure platform oversight and timely issue resolution, while identifying opportunities to improve

Responsibilities

• The Investment Advisory (IA) Governance team provides comprehensive fiduciary oversight for the Firm’s investment advisory programs and platforms.
• This includes maintaining a robust risk?control framework aligned with firm policies, regulatory expectations, emerging risks, and evolving market dynamics that influence business strategy and advisory practices.
• This role supports the Wealth Management investment advisory programs within the Platform Governance organization.
• Key responsibilities include reviewing and responding to program policy and procedure inquiries, as well as evaluating investment and maintenance related requests for client accounts in accordance with established guidelines.
• The position partners closely with internal colleagues across the Investment Solutions Group (ISG), field leadership, and financial advisors to deliver platform oversight and monitoring functions for the Firm’s advisory products.
• The associate will analyze accommodation requests to ensure alignment with policy and regulatory standards, oversee adherence to business policies, and support the implementation of an effective governance structure for investment advisory programs.
• The Business Governance Specialist is expected to proactively manage issues and inquiries, conduct research with internal business and technology partners, and ensure timely and accurate resolution.
• As a primary point of contact for advisors, field offices, and internal management teams, the individual must be confident communicating across all levels of the organization.
• The role requires a strategic mindset, the ability to identify process, procedural, and technical enhancement opportunities, and participation in project leadership and execution.

Job description

Job Details:

Title: Operations Specialist

Client: Banking

Location: Onsite at Jacksonville FL 32256

Duration: 12+ monthsof contract |(Based upon performance, could bepossibility of extension or hire)

Pay Range: $20/Hr - $22/Hr.

Shift: Monday - Friday | 8:30AM - 5:30PM

Benefits:

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan
• life insurance
• long-term disability insurance
• short-term disability insurance
• paid parking/public transportation
• paid time
• paid sick and safe time
• hours of paid vacation time
• weeks of paid parental leave
• paid holidays annually - AS Applicable

Job Description:

• The Investment Advisory (IA) Governance team provides comprehensive fiduciary oversight for the Firm’s investment advisory programs and platforms.
• This includes maintaining a robust risk?control framework aligned with firm policies, regulatory expectations, emerging risks, and evolving market dynamics that influence business strategy and advisory practices.
• This role supports the Wealth Management investment advisory programs within the Platform Governance organization.
• Key responsibilities include reviewing and responding to program policy and procedure inquiries, as well as evaluating investment and maintenance related requests for client accounts in accordance with established guidelines.
• The position partners closely with internal colleagues across the Investment Solutions Group (ISG), field leadership, and financial advisors to deliver platform oversight and monitoring functions for the Firm’s advisory products.
• The associate will analyze accommodation requests to ensure alignment with policy and regulatory standards, oversee adherence to business policies, and support the implementation of an effective governance structure for investment advisory programs.
• The Business Governance Specialist is expected to proactively manage issues and inquiries, conduct research with internal business and technology partners, and ensure timely and accurate resolution.
• As a primary point of contact for advisors, field offices, and internal management teams, the individual must be confident communicating across all levels of the organization.
• The role requires a strategic mindset, the ability to identify process, procedural, and technical enhancement opportunities, and participation in project leadership and execution.