Operations Specialist Position Available In Catawba, North Carolina

Operations Specialist Dean Financial LLC 200 1st Avenue NW, Hickory, NC 28601 Company Overview At Dean Financial, we help individuals, families, and businesses secure their financial futures with personalized strategies and a focus on transparency. With over 20 years of experience, Justin Dean leads our fiduciary advisory and wealth management firm, prioritizing your unique goals. Our team is dedicated to providing peace of mind through thoughtful planning, growth-driven solutions, and exceptional service. We are located in the Wells Fargo building in downtown Hickory, providing a professional and welcoming setting for both clients and team members.

Job Summary:

Dean Financial is seeking a detail-oriented and proactive Operations Specialist to join our team. This role supports the advisor team and plays a critical part in delivering exceptional service to our clients by managing administrative operations, preparing documentation, and ensuring the smooth execution of day-to-day tasks. The ideal candidate brings a minimum of three years of relevant industry experience, demonstrates strong organizational and communication skills, and thrives in a team environment. You will be responsible for maintaining client records, preparing meeting materials, processing account paperwork, and ensuring operational accuracy and efficiency across all functions. This position calls for someone who is confident with computers, quick to learn new systems, and highly attentive to detail. The ideal candidate takes initiative, adapts easily, and maintains a consistently polished and professional presence.

Job Qualifications Education:

Bachelor’s degree preferred but not required.

Experience:

Minimum of three years of relevant industry experience required.

Additional Requirements:

Demonstrate and maintain a professional appearance, demeanor, and a friendly, positive attitude. Exhibit strong organizational skills. Show initiative and assertiveness in assisting colleagues, especially during slower periods. Accept direction from leadership with a positive and cooperative attitude. Be a proactive self-starter and effective team player. Manage multiple tasks simultaneously while maintaining strong attention to detail. Communicate with clients and handle confidential information with professionalism, sensitivity, and compassion. Possess excellent verbal communication skills. Key Competencies Proficient in Microsoft Office applications. Strong general computer skills and the ability to learn new software quickly. Must be able to learn and effectively use the company’s CRM system. Duties and Responsibilities Assist the Advisor in delivering excellent client service. Maintain and manage the Advisor’s calendar at all times. Schedule and confirm all appointments for the Advisor. Review and organize client files after each appointment is completed. Manage follow-up tasks with the Advisor, paraplanner, and clients regarding the next steps. Prepare materials for upcoming client meetings. Coordinate with the paraplanner to ensure all file prep is timely and complete. Verify that client meeting files are accurate and complete. Deliver exceptional service when receiving and responding to client requests. Open new client accounts, process applications, and handle monetary transfers. Address and resolve daily client service requests promptly. Maintain client and document records in both physical and electronic formats, according to company policy. Generate and deliver weekly reports to the Advisor and supervisor as needed. Participate in operational meetings to enhance systems and support team education, fostering open communication.

Job Type:

Full-time Pay:

$38,000.00 – $50,064.00 per year

Schedule:

Evenings as needed Extended hours Weekends as needed Ability to

Commute:

Hickory, NC 28601 (Required) Ability to

Relocate:

Hickory, NC 28601: Relocate before starting work (Required)

Work Location:

In person