Operations Analyst

Job Description

Job Description

Operations Analyst- Miami, Florida
Industry: Financial Services

Job Description

Role Overview:

We are seeking a motivated and detail-oriented Operations Analyst to join our team. This full-time, in-office role is ideal for candidates with prior experience in operations who thrive in a fast-paced environment.

Key Responsibilities:

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.
• Performs back-up for all operational functions as required by workloads and absences.
• Works directly with home office personnel to coordinate branch-home office workflow.

• Completes self-audit of office procedures.
• Assists with confidential matters and compliance visits and replies.
• Assists with controlling expenses and operating at peak efficiencies.
• Oversees ordering of supplies, purchase orders and postage usage.
• Maintains accounting of branch petty cash.
• May review branch invoices and operating statements.
• Researches and resolves complex problems relating to client accounts and inquiries.
• Assists in disseminating information at regular meetings.
• Coordinate rent, facility, office maintenance and cleaning/security issues.
• Recruits, selects, orients, trains and supervises branch operations associates.
• Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
• Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
• Ensures daily staffing levels and cross-training is adequate.
• Coordinates registrations, continuing education, licensing, etc. of personnel.
• Performs other duties and responsibilities as assigned

Education/Experience Requirements

• Bachelor's degree and four years' experience in the financial services industry, preferably including related operational management and supervisory experience
  
• An equivalent combination of experience, education and/or training as approved by Human Resources

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 3 to 6 years