This is a fully remote position, open to applicants in Alaska, +4 more states.

📋 Description

• Provides guidance, leadership, and support for the designated department within Operations.

• Executes business plans and ensures adherence to policies and procedures.

• May be responsible for various initiatives aimed at enhancing efficiency, productivity, and quality in their area.

• Engages with both internal and external customers to identify, investigate, analyze, and resolve issues.

• Oversees productivity and service levels.

⛳️ Requirements

• Bachelor’s degree in a relevant field or a comparable combination of education and work experience.

• A minimum of three (3) years of experience in financial services or operations, including at least one (1) year in a leadership role or as a team lead in a financial or service organization.

• Familiarity with Trust Company and Investment concepts, practices, and procedures utilized in the securities industry.

• Understanding of Retirement Plan concepts, administrative practices, and regulations.

• Basic knowledge of general payroll administration concepts.

• Proficient in File Transfer Protocols, SQL, VBA, scripting, HTML, Salesforce, report writing tools such as Crystal Reports or Tableau, and/or the Microsoft suite of products.