Kforce - Saint Louis, MO

posted 16 days ago

Full-time
Saint Louis, MO
Administrative and Support Services

About the position

The Operations Support Specialist at Kforce Inc plays a crucial role in assisting the operations and supervision of a Financial Advisor and their team. This position requires previous brokerage operations experience to effectively support margin and money movement functions within a high-performing operational team. The specialist will work closely with various stakeholders to resolve issues and ensure compliance with policies and procedures.

Responsibilities

  • Work closely with all internal and external constituents to resolve margin and money movement issues as they arise
  • Be expert in all aspects of the account opening process, custody and clearing providers, advisory platform, forms management, and reporting
  • React quickly in a changing environment to provide fast, accurate service and problem resolution
  • Conduct thorough reviews of assigned processes to ensure compliance with policies and procedures

Requirements

  • A collaborative team player with a positive attitude
  • Able to organize work with strong attention to detail and prioritize effectively
  • Able to follow a defined process
  • Work well independently and as part of a team
  • Detail-oriented with attention to accuracy and meeting deadlines
  • Exude excellent interpersonal skills
  • Understand how and when to exercise discretion with confidential matters
  • Strong communication skills, both written and verbal
  • Express ideas clearly and concisely
  • Driven to learn with a willingness to grow
  • Strong client orientation

Nice-to-haves

  • 2+ years of experience in Brokerage and Client Services/Operations
  • General understanding of securities regulations and operations
  • Strong focus on providing exemplary client service
  • High proficiency in Microsoft applications including Word, Excel, PowerPoint, and Outlook
  • Strong independent decision-making and problem-solving skills

Benefits

  • Medical, dental, and vision insurance
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • 401(k) plan
  • Life, disability, and Accidental Death & Dismemberment (ADD) insurance
  • Paid time off for salaried personnel
  • Paid sick leave for hourly employees on Service Contract Act projects
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