U.S. Bancorp Advisors Wealth Management Business Operations Specialist
Core
Support investment and brokerage account operations, business analysis, and process improvement for US Bancorp Advisors Wealth Management.
Role type
Business Operations Specialist
Builds
Investment and brokerage accounts, operational workflows, and system enhancements
Domain
Financial services / Banking / Wealth Management
Required skills
Account request processing, quality control, process evaluation, workflow optimization, system testing, data entry, Microsoft Office proficiency, operational issue resolution, project management
Preferred skills
Financial services/banking experience, knowledge of investment/brokerage products (IRAs, retirement accounts), financial documentation review, analytical thinking, problem-solving, customer service, relationship management
Technologies
Microsoft Office, financial and operational systems
Responsibilities
Review and process account requests, perform quality control on account information, maintain account data, resolve operational issues, evaluate existing processes and systems, identify workflow improvement opportunities, support technology and procedural enhancements, participate in testing and implementation activities
Seniority
Entry to Mid-level, hands-on IC