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Financial Operations Specialist

Anderson Financial Management Group

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Details
Posted:
April 2, 2018
Location:
Redlands, California
mapContent
Salary:
Type:
Full Time - Experienced
Certification Requirement:
Not necessary
Experience:
1-5 years
Categories:
Financial Advisor, Financial Planner
Required Education:
4 Year Degree

JOB DESCRIPTION
Established financial planning firm looking for a highly driven professional to fill a full-time financial operation positions. Successful candidates will have a strong background in either Insurance and/or Securities, a willingness to assume responsibility for a broad range of evolving priorities, and a strong analytic foundation within a finance-oriented role.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Ensure that all operation processes are submitted timely, accurately, and comply with industry/company regulations

· Ensure the completion of all month/quarter-end close activities related to all necessary accounts

· Prepare quarterly/yearly agendas for client meetings.

· Identify and implement process and efficiency improvements

· Develop, maintain, and review client account activity to ensure financial statement accuracy

· Provide operational support, as requested to other functional departments/groups within the organization.

· Create & Maintain audit folders

· Perform special project or additional duties as assigned.

 

QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required:

· College Degree Required – with financial focus a Plus

· Experience in securities and insurance industries a Plus

· Extensive knowledge of financial operating principles and account processes

· Exceptional Work Ethic

· Attention to detail and ability to complete work assignments timely

· Strong data management skills and proficiency in Microsoft Office Suite

· Excellent Typing and General Computer Skills

· Strong auditing, analytical and problem solving skills

· Outstanding organizational skills

· Strong customer service orientation and interpersonal skills with excellent written and oral communication abilities

· Knowledge to utilize CRM//ERP systems is a Plus

· Knowledge of and ability to use industry software lie MorningStar and E-Money.

· Self-motivated, team player comfortable dealing with all levels of management

· Good understanding of Insurance, Annuities and Alternative Investments a Plus

· Ability to thrive in a fast-paced environment

About Anderson Financial Management Group
ABOUT THE ADVISOR/FIRM: Fast growing, boutique wealth management firm with successful 26 year track record of building strong relationships while providing financial peace of mind to our valued clients throughout Southern California.
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