We’re Hiring! Come and join our team!

OPERATIONS SPECIALIST

Responsibilities:  Works as part of our operations team to enter information for new accounts, process financial transactions, work with our billing department and handle client interactions.

Essential Skills/Education/Abilities:

  • Demonstrate effective time management and attention to detail
  • Financial or banking background a plus
  • Proactive person who is results driven
  • College degree
  • Add, subtract, multiply, or divide quickly and correctly
  • Type 45 words per minute
  • Proficiency with Microsoft Office Suite applications (Word, PowerPoint, and Excel)
  • Stellar attendance
  • Listen to and understand information and ideas
  • Demonstrate effective time management and attention to detail
  • Effectively communicate information and ideas through verbal and written communication
  • Ability to combine pieces of information to form general rules or conclusions
  • Ability to recognize possible problems
  • Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
  • Analyze information and evaluate results to choose the best solution and solve problems
  • Understand the implications of new information for both current and future problem-solving and decision-making

Job Duties & Expectations:

  • Assist with account opening, deposit processing, asset management, and any operational issues related to IRA accounts
  • Make notes of transactions, recording details of actions taken
  • Track all required documentation and funds to assure processing time frames are met
  • Perform research to determine and resolve problems on accounts and follow through to ensure client satisfaction
  • Accurately maintains financial account records by processing customer adjustments
  • Ability to work individually as well as with multiple teams with varying deadlines and competing priorities
  • Utilizes their experience and contributes in team discussions and development
  • Keep informed of current policies, procedures, governmental laws, and regulations

 Our Ideal Candidate:  Provident Trust Group has a rare and genuine team atmosphere.  We require everyone, at every level, to possess a friendly, solution minded attitude while at the same time utilizing a reasonable measure of self-reliance.  Here you will have a voice with your responsibilities. Interested and qualified candidates should submit their resume to: katie@trustprovident.com