Operations Analyst

Operations Analyst Koss Olinger Gainesville, FL Job Details Full-time $52,500

• $57,500 a year 1 hour ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Life insurance Retirement plan Qualifications Optimizing workflow processes VLOOKUP function Computer operation Customer communication Microsoft Outlook IT operations Customer service Assistance experience within technology industry Assistance experience within finance industry Zoom Process improvement Financial software Microsoft Office Presentation skills Bachelor's degree Project management software Calendly Appointment scheduling Technical Proficiency Quality data entry Excel data analysis Customer data entry Full Job Description •In order to be considered for this position, please cut and paste the following link into your browser to complete the Culture Index survey: https://go.

cultureindex.com/p/tYTDpBX15k0Sa0QgSS9 Job Description The Operations Analyst serves multiple back-office support functions, working seamlessly within our Operations Department as well as supporting our Client Liaison and Corporate Scheduler in a client facing role. Polished written and verbal communication skills, a high level of detail orientation, along with keen technical skills are required. The ability to work independently and a desire to own projects within a goal-oriented environment are also paramount to achieving success in this role. Roles and Responsibilities

Operations Tasks:

o Become and maintain power user status within our CRM system

• Advisor Engine and portfolio management software
• Black Diamond. o Create, maintain client records, lists, data, report templates, and workflows. Focus on completing a high volume of workflow actions. o Data management
• entry/upload/download/report generation.

o Manage individual service tickets with IT provider. o Maintain computer inventory and assist with computer set up/troubleshooting issues. o Other systems/software/technology/cybersecurity support. o Answer, qualify, and forward incoming calls and emails to appropriate personnel. o Schedule internally driven meetings. o Take messages and complete action items. Follow up proactively. o Assist with quarterly billing and reporting. o Facilitate the statements, confirms, and correspondence process. o Prepare client meeting materials on a weekly basis, including completing post meeting action items and forms. o Vendor contacts and communications. o Assist with Vendor Due Diligence. o Firm and client level custodian communications. o Assist with external client facing communications and mailings.

• Client Liaison/Corporate Scheduler tasks (while covering or backing up front desk): o Coordinate, schedule, launch, and confirm meetings with clients, prospects, vendors, centers of influence, and others.

o Schedule client reviews for an assigned advisor group which includes managing multiple calendars and inboxes via Outlook, including both Operations and Advisor calendars. o Deliver general information to clients and internal communications to team via various modes of communication. o Keep the kitchen and front lobby tidy, presentable, inventoried and stocked. This includes opening and closing procedures. o Process incoming and outgoing client correspondence via USPS Mail, Fed Ex, UPS, etc. o Order Office Supplies, including snacks and drinks, for clients and staff.

• Adherence to Koss Olinger Compliance Code of Ethics and Policies and Procedures within all tasks and projects.
• Special projects and additional administrative tasks, as needed.

Qualifications and Education Requirements Minimum Education :

Bachelor's degree

Experience:

One to three years of experience in a professional office environment required. Three to five years of experience a plus. Required Skills

• Exceptional customer service and interpersonal relations
• Excellent verbal and written communication
• Excellent software and technical skills
• Naturally proactive and disciplined
• Goal‐oriented and results driven
• Self‐starter
• Able to work well both independently and collaboratively
• Highly organized and attentive to detail
• Comfortable with data entry
• Able to follow systematic processes
• Adaptable to change and shifting priorities
• Proactively communicate and prioritize when given multiple, deadline-oriented tasks
• Comfortable with presenting ideas for process improvements
• Able to employe deductive reasoning
• Confidence learning new systems and programs
• Experience with Office 365; Outlook; Calendly; Adobe; Zoom; Teams
• Proficient in Excel including functions such as VLOOKUP and Pivot Tables
• Experience with CRMs; Portfolio Management Software; other Financial Software a plus
• Project Management experience a plus, including using project management software Core Values Koss Olinger strives to be, and is recognized as, a "Best Place to Work" company.

Alignment with our core values and contributing positively to our company culture is expected of all employees at Koss Olinger. _______________________________________________________________________________________________

• In order to be considered for this position, please cut and paste the following link into your browser to complete the Culture Index survey: https://go.

cultureindex.com/p/tYTDpBX15k0Sa0QgSS9

Job Type:

Full-time Pay:

$52,500.00

• $57,500.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Retirement plan Vision insurance

Education:

Bachelor's (Required)

Experience:

Operations:

1 year (Required) Ability to

Commute:

Gainesville, FL 32606 (Required)

Work Location:

In person