Career Opportunity - Financial Services Operations Supervisor
Licensed Operations Supervisor will be responsible to work with our Wealth Management team. This individual will be responsible for managing a small administrative team handling tasks including client correspondence, data entry and maintaining client files. They will interact with clients via telephone to answer questions, take information, complete fund transfer requests, schedule client meetings for advisors, etc. The Operations Supervisor will act as liaison with financial institutions such as the broker-dealer, custodian institutions, mutual fund companies, money managers and insurance companies. They will review all applications to ensure they are accurate and complete (“in good order”) prior to transmittal.
Qualifications:
- Prior management experience required.
- Series 6 or 7 license and 63 required.
- A Life/Health insurance license is mandatory.
- Minimum of 4 years industry experience required.
- College degree is preferred.
Skills:
- Must be able to maintain the highest level of confidentiality.
- Excellent verbal and written communication skills required.
- Exceptional organizational skills required.
- Strong analytical and problem solving skills required.
- Strong attention to detail and ability to multi-task required.
- Must have the ability to work effectively independently, as well as in a team environment.
- Must have strong computer skills, including proficiency in MS Office applications.
We encourage you to submit your resume at hr@nisivoccia.com.
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Nisivoccia & Company LLP Certified Public Accountants and Consultants |
200 Valley Road, Suite 300 Mt. Arlington, NJ 07856 (973) 328-1825 Fax: (973) 328-0507 |
11 Lawrence Road Newton, NJ 07860 (973) 383-6699 Fax: (973) 383-6555 |