Remote Operations Specialist - Financial Services

Keystone Premier Partners; United States; Remote; USD 38,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Job summary

Keystone Premier Partners is seeking a detail-oriented Operations Specialist to join our remote US-based team. This full-time role focuses on daily operations, data entry, document management, and client inquiries, with collaboration across marketing, sales, and customer service.

The position offers a yearly salary of $38,000 to $50,363, plus benefits such as health insurance, retirement plans, and professional development.

Qualifications

• Bachelor's degree in Business Administration, Operations Management, or related field preferred.
• Minimum of 3 years of experience in operations or a similar role.
• Strong organizational and problem-solving skills.
• Proficiency with Microsoft Office and familiarity with financial services.

Responsibilities

• Manage and oversee daily operations to ensure efficiency and effectiveness.
• Coordinate with various departments to ensure seamless communication and collaboration.
• Monitor and report on key performance indicators to identify areas for improvement.
• Assist in the development and implementation of operational processes and procedures.
• Provide support to clients and internal teams to address operational issues and concerns.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Data entry

Document management

Client inquiries support

Time management

Education

Bachelor's degree in Business Administration, Operations Management, or related field

High school diploma or equivalent

Tools

Microsoft Office

Excel

Outlook

Slack

Zoom

Job description

Keystone Premier Partners is seeking a detail-oriented Operations Specialist to join our remote US-based team. This full-time role focuses on daily operations, data entry, document management, and client inquiries, with collaboration across marketing, sales, and customer service.

The position offers a yearly salary of $38,000 to $50,363, plus benefits such as health insurance, retirement plans, and professional development.