Operations Specialist

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Premier Financial Group is currently seeking a full-time Operations Specialist to join their team in Eureka, CA. As the Operations Specialist, you’ll work collaboratively with the entire team to manage client accounts, provide support to the team and deliver exceptional, consistent service.

The Operations Specialist is responsible for:

  • Quarterly billing and submitting trades
  • Money transactions (withdrawals and deposits)
  • Monitoring data imports into our Portfolio Management System (PMS), annual rebalancing, and maintaining performance reports
  • Fulfilling team requests and managing service-related issues with providers
  • Participating in ongoing business development projects and meetings as needed
  • Participating in all team meetings and attending training events
  • Ability to adhere to rules and regulations as required by advisors and SEC
  • Collaborating with advisors regarding client documentation
  • Understanding of our investment approach

Qualifications and Skills:

  • Minimum of 5 years of experience in a professional setting. Accounting or banking experience preferred
  • High school diploma or GED is required, college degree in related field is preferred
  • Microsoft Office proficiency
  • Adobe Suite proficiency preferred
  • Ability to maintain continuous attention to detail
  • Collaborate readily to effectively service the company, colleagues, and clients
  • Ability to learn in-house programs and tools
  • Reliable follow through on commitments
  • Seeking stability and security, looking for long term employment

The ideal Candidate will have:

  • Strong administrative background in a professional setting
  • Career-oriented with a commitment and desire for long-term growth within the position
  • Passionate about supporting clients and team members
  • Excellent written and verbal communication skills
  • Exceptional time management skills
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Premier Financial’s Comprehensive Benefits Package Includes:

29 paid days off per year.

50% of “employee” portion of medical insurance paid by Premier.

$50k group life insurance premium paid by Premier.*

Employer-paid long-term disability insurance.*

401(K) plan with employer matching and profit sharing contributions. Premier covers all costs.**

Annual membership to Costco.

Annual membership with Cal-Ore Flights.*

Free, ongoing financial and retirement planning, including low and discounted management fees for employee and direct family.

Assistance with monthly gym membership and initiation fee.

Additionally, Premier covers the cost of continuing education and licensing for industry certifications, and honors employees with annual celebrations, team events, and professional coaching.

*After 6 months of service **After 1 year of service