Operations Support Specialist

Kforce - Saint Louis, MO

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