Operations Analyst

Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow. Bachelor’s degree and four years’ experience in the financial services industry, preferably including related operational management and supervisory experience.

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