Operations Specialist (Financial Services)

Revolution Technologies; Saint Petersburg (FL); Hybrid; USD 35,000 - 45,000; Full time

Job summary

Revolution Technologies is offering a hybrid full-time role based in St. Petersburg, FL. The position involves conducting data entry, maintaining files, and ensuring compliance with established standards.

Ideal candidates will bring effective communication skills and the ability to carry out operational tasks under guidance. This position offers the opportunity for extension or conversion based on attendance and performance.

Responsibilities

• Conduct data entry and verify information for accuracy.
• Carry out operational tasks following established processes.
• Use office software for basic formatting tasks.
• Maintain files and records efficiently.
• Ensure positive experiences for internal clients.
• Assess compliance with established standards.
• Support basic data management tasks.
• Follow procedures to adhere to quality standards.

Skills

Understanding of standard office equipment

Effective verbal communication skills

Planning and organizing

Data analysis skills

Basic mathematical operations

Understanding policies and procedures

Job description

Duties: Hybrid full-time role- Onsite 3 days per week in St. Petersburg, FL.

Opportunity for extension or conversion based on attendance and performance

Job Duties:

Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.

Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

Maintain files and records.

Ensure a positive experience for internal clients by having courteous interactions with them.

Assess compliance with established standards and protocols for routine inquiries.

Support others by carrying out basic data management tasks.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills:

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works with guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
• Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.