Lead Operations Specialist
North Carolina, United States of America
Full Time
2 weeks ago
$20 - $34 USD
Visa Sponsor
Key skills
CommunicationCritical ThinkingProblem Solving
About this role
Role Overview
- Assist in daily oversite and activities related to move money activities
- Analyze move money activity to identify trends
- Provide team support with complex questions and/or escalations
- Collaborate within the team to implement new processes and controls
- Monitor team and individual team productivity and quality
- Manage escalated issues in a timely manner
- Lead and participate in daily huddles
- Foster a positive team environment
Requirements
- 2+ years of experience in Financial Services industry or comparable experience
- Positive and curious attitude with a willingness to take on difficult and complex situations
- Strong organizational and critical thinking skills
- Ability to work with and communicate effectively throughout the organization
- Excellent verbal and written communication skills
- Ability to multi-task in a fast paced environment
- Time and Priority Management
- Understanding of IRS rules and regulations related to Retirement Accounts (preferred)
- Problem Solving and Process Improvement experience (preferred)
- Securities Industry Essentials (SIE) Certification (preferred)
- Bachelor’s degree; preferably in business, accounting, or finance (preferred)
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off