Operations Specialist
Scope Of Responsibility
Operations Specialist is responsible for ensuring accurate and timely transfer of money into and out of client accounts. All money movement comes from the direction of the clients & / or the Financial Planners.
Decision Making
The Operations Specialist is subject to the requirements of general policies and directives from management.
Awarded Authority
The Operations Specialist receives general directions and communicates issues or concerns to management.
Communications
The Operations Specialist requires collaborative communication to positively affect operating results.
Education / Skills / Knowledge
- Requires High School diploma or GED
- Requires strong understanding of verbal and written instructions
- Requires critical thinking skills, including intermediate arithmetic
- Requires communication skills and the ability to work effectively in a team environment
- Requires organization skills with accurate and attention to detail
Certifications
It would be preferable to have FINRA SIE, Series 7 & Series 63.
Physical And Environmental Requirements
- Physical Activity: Requires more than two-thirds of time speaking/hearing; 1/3 to 2/3 of time standing, walking, sitting or climbing/balancing; less than one-third of time using hands/fingers to handle and/or feel, reaching with hands and arms, or stooping/kneeling/crouching/crawling.
- Lifting: Requires lifting to ten pounds one-fifth of time.
- Vision: Requires accurate close and distance vision.
- Environment: Requires working in a quiet office environment.
- Noise: Requires exposure to low noise.
Full-Time/Part-Time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.