Operations Specialist

Summary

Join Facet's innovative financial services team as an Operations Specialist focusing on Non-ACAT Transfers. You will play a crucial role in facilitating non-ACAT transfers for members, ensuring smooth transitions and exceptional service. Your expertise in handling transfer requests and providing outstanding member support will be vital. This contract position (4+ months, 30-40 hours/week) offers a competitive hourly rate ($30-$35) and the flexibility to work remotely anywhere in the US. You will be responsible for assisting members, communicating effectively, working with custodians, monitoring transfers, maintaining records, and identifying process improvements. The ideal candidate possesses strong financial services experience and a deep understanding of non-ACAT transfer processes.

Requirements

• 2+ years of experience in financial services or investment operations, with a focus on account transfers preferred
• Strong understanding of non-ACAT transfer processes and the related regulatory framework
• Excellent communication and interpersonal skills to effectively engage with members and address their needs
• Detail-oriented with strong organizational skills to manage multiple transfers simultaneously
• Ability to work independently and collaboratively within a fast-paced environment
• Proficient in technology and software tools, including CRM systems and Microsoft Office Suite
• Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
• A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
• If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed

Responsibilities

• Assist members with the non-ACAT transfer process, providing clear guidance and support
• Communicate effectively with members to understand their needs and address any inquiries related to their account transfers
• Work closely with custodians and financial institutions to manage the transfer request workflow and resolve any issues that arise
• Monitor the status of transfers and proactively update members on their progress
• Maintain accurate records of transfer requests and member communications
• Identify process improvements to enhance efficiency and member satisfaction

Benefits

• Contract 4+ months - 30-40 hours a week
• $30/hr-$35/hr 1099
• Work from anywhere in the US