Operations Specialist (Level III)

Axelon Services Corporation; Dallas (TX); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Dallas is looking for an Operations Specialist (Level III) to provide operational support for Wealth Management advisory partners and their clients. The role requires strong problem-solving skills and the ability to work in a team. Applicants should have a good understanding of banking and relevant experience, particularly in oil and gas. This position has a hybrid work schedule with mandatory days onsite.

Qualifications

• Relevant work experience, preferably in Oil and Gas.

Responsibilities

• Provide operational support for Wealth Management advisory partners and clients.
• Support Brokerage and Private Bank account transactions.
• Process oil & gas payments and balance client accounts.
• Assist in onboarding and maintenance of accounts.
• Train less experienced team members.

Skills

Strong problem-solving and decision-making skills

Cooperative and professional work attitude

Ability to work effectively in a team environment

Strong organization and follow-up skills

Quick learner who can develop subject matter expertise

Job description

Posted 5 days ago – early application advantage.

Job ID: AXEL01

Job Title: Operations Specialist (Level III)

Schedule: Hybrid – Mandatory 3 days onsite, 2 work from home

Contract Duration: 6 months

Start Date: ASAP (2-3 weeks after candidate has been identified)

Job Description

• Provide end-to-end operational support for Wealth Management advisory partners and their clients.
• Support Brokerage and Private Bank accounts and transactions.
• Process, reconcile, and balance note/mortgage, vendor, and client oil & gas payments.
• Responsible for moderately complex activities supporting account creation, onboarding, and maintenance.
• Provide quality service and effective operations support for internal business partners and external clients.
• Assist in training for less experienced team members.
• Operate with a moderate level of independence.
• Refer to team lead or manager for direction and support with moderately complex issues and escalations.

Required Skills

• Strong problem-solving and decision-making skills
• Cooperative and professional work attitude
• Ability to work effectively in a team environment
• Strong organization and follow-up skills
• Quick learner who can develop subject matter expertise

Desired Skills

• Relevant work experience, preferably Oil and Gas experience
• Strong foundational knowledge to excel in the role

Seniority level

Entry level

Employment type

Other

Job function

Management and Manufacturing

Industries

Banking

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