Operations Specialist (Level III)
Axelon
Posted 5 days ago – early application advantage. Job ID: AXEL01 Job Title: Operations Specialist (Level III) Schedule: Hybrid – Mandatory 3 days onsite, 2 work from home Contract Duration: 6 months Start Date: ASAP (2-3 weeks after candidate has been identified) Job Description Provide end-to-end operational support for Wealth Management advisory partners and their clients. Support Brokerage and Private Bank accounts and transactions. Process, reconcile, and balance note/mortgage, vendor, and client oil & gas payments. Responsible for moderately complex activities supporting account creation, onboarding, and maintenance. Provide quality service and effective operations support for internal business partners and external clients. Assist in training for less experienced team members. Operate with a moderate level of independence. Refer to team lead or manager for direction and support with moderately complex issues and escalations. Required Skills Strong problem-solving and decision-making skills Cooperative and professional work attitude Ability to work effectively in a team environment Strong organization and follow-up skills Quick learner who can develop subject matter expertise Desired Skills Relevant work experience, preferably Oil and Gas experience Strong foundational knowledge to excel in the role Seniority level Entry level Employment type Other Job function Management and Manufacturing Industries Banking Referrals increase your chances of interviewing at Axelon Services Corporation by 2x. #J-18808-Ljbffr
Vacancy posted 1 day ago
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