Perspectives

Bridgeworth in Search of Operations Specialist

Prepared by Amy Brunson

We are looking for multiple full-time Operations Specialists to staff the newly created shared operations team for our firm. The individual position functions as part of a team that reports to the Director of Operations. The team members will perform a variety of operational tasks for multiple financial advisors and staff within the firm, coordinating information from various operational areas and clients. Responsibilities and duties shall include:

  • Setting up new accounts within multiple systems and custodians
  • Processing, scanning, copying and distribution of sensitive documents
  • Creation and management of client records within the firm’s electronic filing system
  • Creation and maintenance of client records within the firm’s CRM
  • Some client services involving online access setup and maintenance 

Key Skills, Knowledge and Abilities:

The person(s) who shall successfully fill the role of an Operations Specialist within Bridgeworth, LLC shall possess the following knowledge, characteristics, abilities and experience:

  • Ability to work with multiple online systems at once.
  • Proven organizational, interpersonal, verbal and written communication abilities.
  • Comfortable working within a confidential financial environment.
  • Takes accountability for entire process from receipt of work to resolution and closure.
  • Ability to prioritize workflow based on time sensitive nature of the tasks assigned
  • Ability to work independently and as part of a team managing multiple tasks in a fast paced and fluid environment.
  • Ability to interact professionally with customers, firm partners, peers and upper management.
  • Familiarity with common securities/financial transactions and terminology a plus
  • 2+ years customer service, banking operations, financial services, accounting or clerical experience.
  • Bachelor’s degree preferred, but not required.

If interested, please email resume to [email protected] or call 205-208-8700.

About Bridgeworth, LLC:

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) firm with offices in Birmingham and Huntsville. Bridgeworth is committed to being a great place to work and has been named by the Birmingham Business Journal on its best places to work list.

 

Share