Branch Operations Specialist (Leawood, KS)

Responsibilities

• Aid in maintaining daily operations to ensure high standards of performance
• Support the client onboarding process
• Maintain and process various documents
• Prepare and assist with audit-related materials
• Effectively communicate and collaborate with both home office personnel and branch staff
• Interact with and support all levels of management within the branch
• Handle routine and sensitive matters promptly
• Assure timely delivery of documents to the home office
• Participate in cross-training across different positions within the Operations area
• Be prepared to undertake additional tasks as assigned

Qualifications

• At least 1 year of experience in customer service, operations, financial services, or clerical work
• FINRA Registration: Series 7 and Series 65 required (within 6 months of hire)
• Brokerage operations experience preferred
• Strong attention to detail and accuracy
• Intermediate proficiency in Microsoft Office
• Skilled in navigating multiple computer systems and utilizing search tools for information retrieval
• Exceptional verbal, written, and interpersonal communication abilities
• Outstanding organizational, multi-tasking, and prioritization skills