Senior Operations Consultant

** POSITION IS ON-SITE IN WOODBRIDGE NJ Job responsibilitiesLocal operations champion and is a key resource to the Compex chief Operating Officer for the NortheastLocal point of contact for all new associatesDelivers technical onboarding support for all new advisors and works with Technology/Digital LeadsGuides PEP through the onboarding process and follows up with regard to outstanding requirementsSchedules 1:1 meetings with district managers to ensure all candidate flow is accurateCompletes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folderWorks with district managers to ensure data in Smartsheet is accurateWorks in concert with Talent Acquisition and sources/follows up w/ leads as neededSupports Branch-Wide communications and works in concert with COO to communicate key items Is the location liaison and works with building managementWorks in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication Facilitate monthly Managers meetings, include offsite eventsSupport all branch eventsCreate, edit and release monthly newslettersIs a backup to checks, correspondence, and other critical mail processing Back up for printing and stationary for office are supplied and order as necessaryEnsures marketing materials are ordered and inventory is maintained Backup to technology troubleshooting and works with Technology Manager as needed Backup for organizes moving with local vendors if FP's move and move out of officeBack up to support in management of conference rooms.Backup to enforcement of health and safety and standard operation proceduresRequired and/or preferred qualificationsBachelor's degree required2+ years professional business experience, financial industry experience a plusAdvanced knowledge of Microsoft Office Suite (all versions) including MS ExcelExcellent written and verbal communication skillsProven record of guiding people through a processStrong analytical and critical thinking skills with keen interest to further develop these abilitiesReliable with excellent prioritization skills, a clear focus on results and meeting deadlinesStrong interpersonal skills, maturity and good judgmentExperience working on projects with multiple, cross-functional stakeholdersHighly organized and results-motivated Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tactQuick to learn and implement, regardless of resultAble to resolve conflict, problems, and function independentlyUnderstands the need for confidentiality at all levels of work

Created: 2024-11-06