Operations Specialist
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Iowa • Minnesota • United States
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Salary
💰 $45,000 - $75,000 per year
About the role
- Determine and publish content through the appropriate channel(s) (e.g. AdviceWorks, MarketingCentral, Cetera.com, social media, etc), following individual tasks through to completion.
- Leveraging expertise of compliance and industry knowledge to draft content for broad communications.
- Coordinate with Marketing and Compliance on the creation of disclosures and other content.
- Improve and update processes and procedures as they change for the Investment Research team.
- Secure approvals for communication materials according to company processes and guidelines.
- Assist the team in managing the third-party research platform.
- Publish quarterly reports, analyses, presentations, and other research materials for advisors and their clients.
- Manage menus and databases and serve as the first line of contact with advisors.
- Proactively identify issues and solutions, and work collaboratively across business lines as needed to resolve.
- Learn, use and support various financial products, software and systems.
- Assist in other investment research and administrative activities as required.
Requirements
- Minimum of 3 years of experience in Financial Services.
- Excellent written and verbal communication skills.
- Ability to work cross-functionally with a variety of individuals.
- Experienced in leveraging advanced features of Microsoft Excel (e.g., pivot tables, VLOOKUP, macros), PowerPoint (e.g., custom templates, animations), and Word (e.g., styles, formatting automation) to support strategic initiatives.
- Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines.
- Has desire to advance investment knowledge (e.g. Series 7 or CFA).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
content publishingcompliance knowledgedrafting communicationsprocess improvementthird-party research managementfinancial product knowledgeMicrosoft ExcelMicrosoft PowerPointMicrosoft Wordinvestment research
Soft skills
written communicationverbal communicationcross-functional collaborationproblem identificationsolution-orientedorganizational skillsability to work under pressuretime managementteam supportadaptability
Certifications
Series 7CFA