Operational Specialist

E A Buck Financial Services
US - Colorado - Colorado
January 16, 2025
Financial

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We're seeking an Operations Specialist to work in the Denver, Colorado office. The Operations Specialist helps the organization to ensure that the technology and operating systems are aligned with the company's business plan. The Operations Specialist will be a key liaison between advisor offices and home office. In this role, you will play a key role in understanding our technology platforms and applications and training users in best practices. You will assist in documenting and improving business processes along with communicating updates and training. This role requires the ability to learn fast, think creatively and analytically, and to work collaboratively with cross-functional teams.

This position is a full-time, working onsite in-office, position based out of our Denver office.

NOTE:
Only people who are currently living in Colorado will be considered for this role.

Salary / Benefits Package:

Base Salary range of $50,000 to $65,000 per year, based on experience.
Competitive benefits package including 100% employer paid health, dental, and vision insurance.
Eligibility to enroll in health savings account, flexible savings account, and more
Paid vacation (PTO) and paid holidays.
Join our mission-driven company and partake in 401k with generous matching

Duties and Responsibilities

Strategic Alignment - Ensure network design is aligned to support the growth of the organization.
Vendors - Work with our trusted vendors to maintain, upkeep and identify efficiencies for the network in an ever-changing environment.
Audit - Perform audits to ensure all standards for data integrity are being upheld and users are engaging the system as intended.
User Experience - Guide advisor offices on how to get the most out of their IT Applications (CRM/MSP/etc.)
Support - Interact with RVPs to provide a seamless experience to the advisors and CSA's.
Grow - Identify and learn appropriate software applications relevant to position. Assist in roadmap planning and prioritization for improved delivery of features.
Troubleshoot - Perform research and analysis to troubleshoot issues presented by users.
Process Documentation - Build and document new processes that are support Operations and IT Integrations.
Internal Systems Onboarding - Work closely with Technology Operations Leadership to ensure proper training and use of technology.
On Going Training - Ensure the user experience is first-class and provide ongoing training and support to ensure user groups benefit from the technology at hand.
Vendor and Tech Ops Maintenance - Ensure that software is maintained, updated, and current.
Hardware Maintenance - Ensure that hardware is maintained, updated, and current.
Salesforce Reporting - Develop and maintain Ops Salesforce Reports and Dashboards
Custodian Platforms - Identify firm solutions and become an SME

Job Requirements:

Bachelor's Degree
1-2 years' experience in Financial Services, Business Analyst or Operations Role
Advanced Microsoft Excel Skills
Microsoft Office 365
Salesforce Reporting or and Dashboard Experience
Securities, Life or Annuity experience a plus
Custodian platform experience a plus
Self-Directed, Self-Motivated, Strong Interpersonal Communications Skills,
Highly Organizational, Analytical, Advanced Computer Skills.
Must possess strong technical documentation and organizational skills.

Read the full job description and apply online on the recuiter's web-site

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