Let’s Connect Today!

NextGen Person

Operations Specialist in Maryland Heights, MO at NextGen

Date Posted: 8/30/2018

Job Snapshot

Job Description

Operations Specialist


Opportunity Overview


Department Summary


Transfer Operations is responsible for completing transfer requests in to and out of the firm for our branch teams and clients. The Transfer Fulfillment department is specifically responsible for completing the initial review and putting the transfer in to process.


Responsibility Summary


Contingent workforce will be solely dedicated to processing branch requests for 2018 Gifting and Express Out queues. In reviewing the documentation, we need contingent workforce to have the ability to work off of two monitors with multiple software systems concurrently. Must be open communicator, not afraid to ask questions and be a resource for other newly hired contractors, when and as needed.


Preferred Work Schedule/Hours 8AM-4PM (Local Time)


Position Requirements


Required Qualifications



  • High school diploma or equivalent is required

  • Must be comfortable working in a fast paced, team-oriented environment and stay organized to perform and prioritize multiple tasks

  • Must be able to demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded

  • Strong customer service focus that supports firm's commitment to exceed client needs and resolving client escalation timely and accurately

  • Must have excellent written and verbal communication skills

  • Previous experience with Microsoft Office tools is required, especially EXCEL

  • Strong analytical and problem solving skills with the ability to consistently apply procedures. Must have the ability to make proper judgment calls based on analysis of available information

  • Will need ability to make outgoing phone calls to work with receiving firms and/or charitable organizations




Preferred Qualifications



  • College degree preferred

  • 1-2 years relevant experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred