Bannering Operations Analyst

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Job description

TITLE: Bannering Operations Analyst (Wealth Management)

LOCATION: Jacksonville, FL 32246

DURATION: 06 months contract

PAY RATE: $21/hr on w2

NOTE: Overtime may be required to support business needs.

Summary:

Looking for someone with strong ability to prioritize, complete tasks, think beyond a checklist, be flexible, and be able to shift priorities. This is an individual contributor that supports operations for a small unit or work team in Wealth Management Operations - Bannering Operations. Supporting Brokerage branch offices with Bannering and visibility of clients Bank relationships.

Responsibilities:

Assisting the team with everyday functions.

Collaborate with partners inside and outside the organization.

Make strategic decisions, use time effectively, and prioritize to meet and exceed line of business goals.

Disseminate information regarding policies, procedures, roles and responsibilities including regulatory requirements.

Required Skills:

Strong commitment to client satisfaction and service ownership.

Strong organizational skills with attention to detail and focus on quality.

Strong analytical and problem-solving skills.

Demonstrated qualities of cooperative and professional work ethic.

Strong written and verbal communication to tailor communications to audience, actively listen, and follow-up with questions and updates to involved parties.

Professional Demeanor: Demonstrating patience, composure, and client service attitude.

Comprehend and empathize with client needs, devote time and effort to satisfy client's requests.

Problem Solving and Decision-Making skills, thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.

Flexibility to handle multiple projects and daily tasks, adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.

Identify process improvements, demonstrate a "self-starter" behavior and willingness to help others.

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