Financial Services Operational Support Advisor
Envision Financial • duncan, Canada
Role Description
Join our team as a Financial Services Branch Operational Support Advisor, focusing on enhancing branch operations and supporting staff effectively. This is a key role in ensuring seamless service delivery.
In this role, you will offer advisory services to branch staff, assist with operational issues, and facilitate important projects that improve member experiences. You will also maintain compliance documentation and liaise with external providers to address operational queries, making your expertise crucial for our daily functions.
Key Responsibilities:
• Support branch staff with operational and technical issues
• Research and implement compliance documentation
• Communicate with third-party providers on operational concerns
• Lead and contribute to corporate projects for continuous improvement
• Conduct administrative duties as required
Requirements:
• High School Diploma, college degree preferred
• Minimum 3 years in financial services
• Familiarity...
In this role, you will offer advisory services to branch staff, assist with operational issues, and facilitate important projects that improve member experiences. You will also maintain compliance documentation and liaise with external providers to address operational queries, making your expertise crucial for our daily functions.
Key Responsibilities:
• Support branch staff with operational and technical issues
• Research and implement compliance documentation
• Communicate with third-party providers on operational concerns
• Lead and contribute to corporate projects for continuous improvement
• Conduct administrative duties as required
Requirements:
• High School Diploma, college degree preferred
• Minimum 3 years in financial services
• Familiarity...