Financial Operations Specialist ONSITE

Financial Operations Specialist
Location: 5121 Zuck Road
Erie, PA 16506
Job Details

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know weve made something happen for our clients. If you want a career that is all about helping people, youre the kind of person were looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Operations Specialist.
QUALIFICATIONS
Bachelors Degree.
Business-related experience may be considered in lieu of bachelors degree.
This individual will be detail oriented and analytical.
The ideal candidate will have experience working at a financial services firm or in an office setting.
Qualified individuals must be flexible and available during times of heavier processing and auditing at month/quarter-ends.
Skill and desire to work with spreadsheets.
RESPONSIBILITIES
The Operations Specialist is responsible for performing and/or assisting in various business technology, marketing, compliance, as well as other project management duties.
Independently monitor and process a variety of daily changes and process requirements for aggregating data from multiple sources for a large set of accounts using various technologies and trackers.
Document processes and procedures for others to follow.
Recommend and implement solutions to data aggregation issues.
Prepare, consolidate and/or analyze periodic reports for management; identify, research, monitor, and report operational trends that affect business performance.
Assist with marketing and advertising initiatives, including seminars, presentations, firm conferences, etc.
Assist with the implementation of compliance policies and procedures.
Identify and present to management, business opportunities/improvements that positively affect customer satisfaction, employee efficiency and financial results.
Display a high degree of technical and professional competence
Display strong analytical, problem-solving, and organizational skills as well as the ability to make independent decisions and manage projects.
Assist with special studies/research requiring financial and operations analysis.
Maintain strict confidentiality of all clients and the firm business.
Assist in the completion of various duties and tasks as required.
BENEFITS WE OFFER:
Competitive Compensation + Incentive Based Bonuses
Anniversary Bonus
Open Paid-time-off policy for professional staff
We provide a flexible work environment to offer work/life balance.
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
8 Paid holidays
Disability Insurance
Tuition Reimbursement
Annual Performance Reviews
And Much More

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.