Operations Associate lll

Daily Responsibilities:

• A typical day for this role can have the candidate using different applications and tools to verify, validate, and process requests that come through various channels such as emails, forms, applications, etc.
• This role is a mix of admin work and processing. Certain volumes and queues have different SLA expectations than others, and the candidate is expected to be comfortable with being able to prioritize and organize what to work on accordingly once trained.

Must-Have Skills:

• Ability to communicate effectively, both verbally and in writing
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment
• Ability to work well and maintain composure under pressure
• Ability to work well with a team or independently
• Ability to organize their time to meet multiple incoming priorities and responsibilities throughout the day

Nice-to-Have Skills:

• 2 years of job-related experience
• Advanced experience with Excel and Access Database, experience with data manipulation.
• Financial Knowledge/Wealth Management

Soft Skills:

• Teamwork, Time-management, Problem solving, Adaptability, Empathy, Creativity, Communication, Attention to detail, organization, computer literacy, data entry and management, adaptability, confidentiality, analytical skills, critical thinking, excellent work ethic, business etiquette.
• Written/Verbal communication

Education:

• Post-Secondary Education Ideal (College/ University)