Operations Specialist (Finance)

We're not just looking for an Operations Specialist; we're seeking a Growth-Focused Operations Specialist who's eager to seize opportunities and thrive in a dynamic environment. As a leader in the retirement account custodian industry, we empower our employees to take control of their careers while assisting our clients in achieving their financial goals. As an operations specialist, you have the opportunity to assist clients either in person, on the phone, or by email correspondence.
• Create a positive customer service environment, fostering growth for clients and yourself.
• Maintain records through our CRM system.
• Collaborate for efficiency improvements, fueling your career growth.
• Safeguard data and ensure compliance for continued expansion.
• Build relationships with colleagues, fostering personal and professional growth.

Key Growth Points:
• Deliver client solutions with an entrepreneurial mindset.
• Embrace our core values: service, accountability, passion, and integrity.
• Master systems like Salesforce and Microsoft Office.