Energy Jobline ZR
PT Operations Manager - Investment Division $25/Hr - Hiring Immediately in Port
Energy Jobline ZR, Port Saint Lucie, Florida, us, 34985
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We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.
Job Title:
Operations Manager – Investment Division Location:
Stuart, FL Employment Type:
Part-Time 24Hrs Per Week Department:
Investment & Administrative Operations Compensation:
$25/Hr
#TCFL
Position Overview Express Employment Professionals is seeking a detail-oriented and highly organized
Part Time
Operations Manager
to oversee day-to-day operations within the
Investment Division
for a well-established financial services firm in
Stuart, FL . This multifaceted role is ideal for a professional with experience in financial services operations, brokerage account processing, compliance tracking, and general office management.
The Operations Manager will support both the investment and administrative functions of the office, ensuring accuracy, compliance, and client satisfaction in a fast-paced environment. Experience with QuickBooks, Pershing brokerage systems, and securities compliance is highly desirable.
Key Responsibilities
Open and maintain brokerage accounts with Pershing.
Process ACAT transfers, annuity applications, and 1035 exchanges.
Facilitate trading activity in
stocks, bonds, ETFs, and mutual funds .
Monitor and maintain the
securities blotter , gift logs, CE logs, and compliance documentation.
Manage client account funding, cash transfers, and documentation workflows.
Maintain and distribute product brochures and approved sales literature.
Support advisors with research, trade execution, and account management.
Serve as a point of contact for client inquiries related to statements, transfers, and account activity.
Compliance & Reporting
Ensure timely and accurate logging of all compliance records.
Maintain detailed correspondence logs, including gift and CE records.
Assist in preparation of audits and adherence to internal and regulatory guidelines.
Administrative & Bookkeeping Functions
Maintain accurate
QuickBooks
records and support
payroll processing .
Perform monthly reconciliations and prepare
P&L
reports.
Track and process
premium and escrow payments
to insurance companies.
Manage office supply inventory and vendor coordination.
Maintain backup systems and oversee
computer/server upkeep .
Qualifications
Prior experience in
financial services ,
brokerage operations , or
investment firm back office
required.
Proficiency with
QuickBooks
and general bookkeeping/accounting tasks.
Experience working with
Pershing , or similar brokerage platforms.
Familiarity with
ACAT transfers , securities transactions, and compliance logs.
Excellent attention to detail, organizational skills, and ability to multitask.
Strong interpersonal and communication skills for client and internal interactions.
Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
Ability to manage sensitive information with confidentiality and professionalism.
Attributes
Self-motivated with a proactive approach to solving problems.
Ability to manage time efficiently and meet deadlines across multiple responsibilities.
Strong understanding of compliance practices in a regulated financial environment.
Reliable, resourceful, and able to work independently as well as in a team.
Three Ways to Apply
Call our office (772) 212-7479
Visit our office 900 E. Prima Vista Blvd, Suite 100, Port St. Lucie, FL 34952
Apply online at https://www.expresspros.com/TreasureCoastFL/Job-Openings.aspx
PandoLogic. Keywords: Operations Manager, Location: Port Saint Lucie, FL - 34986 , PL: 601214018
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr
We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.
Job Title:
Operations Manager – Investment Division Location:
Stuart, FL Employment Type:
Part-Time 24Hrs Per Week Department:
Investment & Administrative Operations Compensation:
$25/Hr
#TCFL
Position Overview Express Employment Professionals is seeking a detail-oriented and highly organized
Part Time
Operations Manager
to oversee day-to-day operations within the
Investment Division
for a well-established financial services firm in
Stuart, FL . This multifaceted role is ideal for a professional with experience in financial services operations, brokerage account processing, compliance tracking, and general office management.
The Operations Manager will support both the investment and administrative functions of the office, ensuring accuracy, compliance, and client satisfaction in a fast-paced environment. Experience with QuickBooks, Pershing brokerage systems, and securities compliance is highly desirable.
Key Responsibilities
Open and maintain brokerage accounts with Pershing.
Process ACAT transfers, annuity applications, and 1035 exchanges.
Facilitate trading activity in
stocks, bonds, ETFs, and mutual funds .
Monitor and maintain the
securities blotter , gift logs, CE logs, and compliance documentation.
Manage client account funding, cash transfers, and documentation workflows.
Maintain and distribute product brochures and approved sales literature.
Support advisors with research, trade execution, and account management.
Serve as a point of contact for client inquiries related to statements, transfers, and account activity.
Compliance & Reporting
Ensure timely and accurate logging of all compliance records.
Maintain detailed correspondence logs, including gift and CE records.
Assist in preparation of audits and adherence to internal and regulatory guidelines.
Administrative & Bookkeeping Functions
Maintain accurate
QuickBooks
records and support
payroll processing .
Perform monthly reconciliations and prepare
P&L
reports.
Track and process
premium and escrow payments
to insurance companies.
Manage office supply inventory and vendor coordination.
Maintain backup systems and oversee
computer/server upkeep .
Qualifications
Prior experience in
financial services ,
brokerage operations , or
investment firm back office
required.
Proficiency with
QuickBooks
and general bookkeeping/accounting tasks.
Experience working with
Pershing , or similar brokerage platforms.
Familiarity with
ACAT transfers , securities transactions, and compliance logs.
Excellent attention to detail, organizational skills, and ability to multitask.
Strong interpersonal and communication skills for client and internal interactions.
Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
Ability to manage sensitive information with confidentiality and professionalism.
Attributes
Self-motivated with a proactive approach to solving problems.
Ability to manage time efficiently and meet deadlines across multiple responsibilities.
Strong understanding of compliance practices in a regulated financial environment.
Reliable, resourceful, and able to work independently as well as in a team.
Three Ways to Apply
Call our office (772) 212-7479
Visit our office 900 E. Prima Vista Blvd, Suite 100, Port St. Lucie, FL 34952
Apply online at https://www.expresspros.com/TreasureCoastFL/Job-Openings.aspx
PandoLogic. Keywords: Operations Manager, Location: Port Saint Lucie, FL - 34986 , PL: 601214018
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr