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Job Snapshot
-
Employee Type:
Full-Time -
Location:
Southfield, MI -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/19/2024
Job Description
Job Summary
%26ldquo;Great things in a business are never done by one person. Theyre done by a team of people.%26rdquo; R2 Financial Planning takes this to heart when hiring, and as such, we are seeking a dynamic Operations Specialist to add to our team. Under general supervision, uses specialized skills gained through training and experience to provide proactive support to financial advisors. Provide efficient and detail-oriented, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Company%26rsquos working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Financial industry experience
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Work independently.
Provide a high level of customer service.
Skill in
Proficient use of Microsoft program suite, with advanced excel knowledge
Able to analyze account information
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Provide the most efficient usage of technology and firm resources to enhance the client experience
Ability to
Help drive utilization/adoption to key tools and resources
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Work independently.
Provide a high level of customer service.
Educational/Previous Experience Requirements
Bachelor%26rsquos degree and five (5) years of licensed financial services industry service experience.
Branch experience preferred
~or~
An equivalent combination of experience, education, and/or training
R2 Financial Planning LLC and its employees are independent contractors with respect to Raymond James not employees of Raymond James. The term %26ldquoRaymond James%26rdquo includes, but is not limited to Raymond James Financial Services, Inc. (%26ldquoRJFS%26rdquo) and Raymond James Financial Services Advisors. Inc. (%26ldquoRJFSA%26rdquo) as affiliates.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
