Operations Analyst I, Margins

• →Maintain prompt and regular attendance
• →Maintain an understanding of team expectations and company policies
• →Shared responsibility for team phone and e-mail coverage
• →Provide back-up coverage for various team-specific tasks and responsibilities as needed
• →Keep management informed on any unusual requests and potential issues
• →Assist with general questions and inquiries from customers as needed
• →Develop and maintain strong relationships with other departments & lines of business
• →Identify potential new processes or applications that would increase both efficiencies and accuracy within the team to keep pace with the ever-changing environment
• →Accomplish tasks as assigned
• →Meet and occasionally exceed job expectations
• →Reliable in attaining expected results, timely and efficient
• →Requires moderate supervision
• →This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

• Bachelor's degree in business, finance or related field or equivalent work experience
• Series SIE, or equivalent (or ability to obtain within 2 months of employment)
• Effective communication skills - oral and written, with an emphasis on customer service
• Strong critical thinking and analytical skills with high attention to detail
• Adaptable to change in a highly regulated industry
• Proficiency in Microsoft Office 365 applications
• Basic experience with database query building and/or SQL experience

• Dynamic, time-sensitive environment
• Regular fixed schedule, with occasional, but rare, travel, and weekend work opportunities
• Climate-controlled office environment
• Minimal physical requirements other than occasional light lifting of boxed materials

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