Back Office Operations Specialist (Financial Services)

Back Office Operations Specialist (Financial Services) Full-time Entry to

Mid-Level Strictly Administrative Job Summary:

We are seeking a highly organized detailed driven Operations Specialist to join our financial services team. This is a fast-paced, strictly administrative "back office" role that requires exceptional accuracy, efficiency, professionalism, and follow through. This is NOT a sales job. You will not be selling investments or meeting with clients to give financial advice. Instead , this position focuses on supporting the daily insurance and broker-dealer operations of the firm through paperwork processing, account maintenance, transfer tracking, compliance support, recordkeeping, and general administrative operations. This is a high-responsibility administrative position. Making sure everything is completed correctly, and on time is critical to success in this position. Mistakes can delay client accounts and financial transactions, so accuracy and attention to detail are extremely important to this role. This position is best for someone who:

• Learns quickly
• Stays organized
• Works efficiently
• Handles pressure well
• Pays attention to small details
• Can manage multiple tasks at once
• Has a positive attitude and strong work ethic
• Steps up when help is needed
• Takes ownership of their work This is NOT the right fit for someone who:
• Frequently misses details or makes carless errors
• Requires constant supervision or repeated reminders
• Struggles with organization or time management
• Is easily overwhelmed
• Works slowly under pressure
• Has a negative attitude or creates workplace drama

QUALIFICATIONS

• 2+ years of administrative, operations, banking, legal, insurance, or financial services experienced preferred
• Strong organization and multitasking skills
• High attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency in Microsoft Excel and general computer skills
• Ability to learn financial software platforms quickly
• Professional demeanor and strong work ethic

Benefits & Compensation:

• Competitive salary based on experience
• Paid time off
• Health insurance and/or retirement benefits (if applicable)
• Opportunity for long-term growth within the firm.

Important:

This position is strictly administrative/clerical/. Under

FINRA/SEC

regulations, this role does not allow giving advice, selling securities, or accepting trade orders.

Pay:

From $40,000.00 per year

Benefits:

Health insurance Paid time off Retirement plan Application Question(s): Are you comfortable managing multiple tasks and deadlines in a fast-paced office environment? Are you comfortable working in detail-oriented tasks for most of the day?

Education:

Associate (Required)

Experience:

administrative or office : 2 years (Required) Ability to

Commute:

Pensacola, FL 32514 (Preferred)

Work Location:

In person