Financial Operations Specialist

Há 2 dias

Uberlândia, Minas Gerais, Brasil beBeeWealth Tempo inteiro US$57 - US$86

Job Title: Wealth Management Operations Specialist

About the Role

We are seeking a highly skilled and detail-oriented Wealth Management Operations Specialist to join our team. As a key member of our operations team, you will play a critical role in supporting Guardian Agencies with submitting new business and servicing wealth management accounts.

Key Responsibilities
  • Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients
  • Process new account opening, funding, and annuity purchase requests
  • Assist with asset movements, including transfers, wires, checks, journals, and setting up standing ACH instructions
  • Monitor an agency's book of business through management of the firm's work basket and proactive alerts
  • Act as point of contact for agency operational issues
Requirements
  • College Degree or relevant work experience
  • Strong retirement and wealth management knowledge
  • Ability to work independently and as part of a team
  • Background in the financial services industry in a service, operational, or sales support role
  • Experience with Pershing's NetX360, Wove performance reporting, and Envestnet Portfolio Management system
  • Detail-oriented and excellent time management skills
  • Understanding of broker dealer systems for account opening, asset movements, and order entry
  • Proficient in MS Office programs
  • Ability to work remotely with access to high-speed internet services
What We Offer

We offer a competitive salary range of $57,810 - $86,715 per year, plus opportunities for annual, sales, or other incentive compensation. Our comprehensive benefits package includes contemporary, supportive, flexible, and inclusive resources to promote well-being and professional growth.

Equal Employment Opportunity

Guardian is an equal opportunity employer and welcomes applicants from diverse backgrounds. We provide reasonable accommodations to qualified job applicants and employees with disabilities.

Location and Type

This is a remote full-time position that offers flexibility and work-life balance.

  • Financial Operations Specialist

    Há 2 dias

    Uberlândia, Minas Gerais, Brasil beBeeAccounting Tempo inteiro R$2.300 - R$2.800

    Job OverviewWe are seeking a highly skilled Accounting Assistant Junior Biligual to enhance our financial operations. The ideal candidate will possess strong knowledge of accounting principles and experience working with financial statements and spreadsheets.

  • Financial Operations Manager

    Há 5 dias

    Uberlândia, Minas Gerais, Brasil beBeeFinance Tempo inteiro R$90.000 - R$110.000

    Senior Finance SpecialistWe are seeking an experienced finance professional to lead our financial operations in Brazil.About the RoleThis critical role involves overseeing expense management, tax compliance, financial reporting, and operational controls. The ideal candidate will have a strong understanding of Brazilian GAAP (CPC) and familiarity with...

  • Fiscal Operations Specialist

    2 semanas atrás

    Uberlândia, Minas Gerais, Brasil beBeeFinancial Tempo inteiro R$2.700 - R$3.900

    Job OverviewThe role of a Fiscal Assistant involves supporting financial operations and ensuring compliance with regulations.This position is ideal for individuals with excellent organizational skills, attention to detail, and proficiency in accounting software.Key ResponsibilitiesAssist in financial data entry and record-keeping.Support senior staff members...

  • Financial Assistant

    Há 5 dias

    Uberlândia, Minas Gerais, Brasil buscojobs Brasil Tempo inteiro

    OverviewJob Title : Financial Assistant (Brazil)Location : São Paulo, BrazilReports To : Regional Finance HeadEmployment Type : Full-timeMandatory : Fluent in EnglishAbout the RoleWe are seeking a proactive and experienced Finance Supervisor to lead and support our financial operations in Brazil. This role is critical for overseeing expense management, tax...

  • Financial Assistant

    Há 5 dias

    Uberlândia, Minas Gerais, Brasil buscojobs Brasil Tempo inteiro

    Overview Job Title : Financial Assistant (Brazil) Location : São Paulo, Brazil Reports To : Regional Finance Head Employment Type : Full-time Mandatory : Fluent in English About the Role We are seeking a proactive and experienced Finance Supervisor to lead and support our financial operations in Brazil. This role is critical for overseeing expense...

  • Finance Operations Leader

    Há 5 dias

    Uberlândia, Minas Gerais, Brasil beBeeFinancial Tempo inteiro R$80.000 - R$105.000

    Job OverviewFinancial Operations Manager Location: São Paulo, Brazil Reports To: Regional Finance Director Employment Type: Full-time Mandatory: Fluent in English and Portuguese About the Position We are seeking an experienced finance professional to lead our financial operations in Brazil. This role involves overseeing expense management, tax compliance,...

  • Technical Operations Specialist

    Há 7 dias

    Uberlândia, Minas Gerais, Brasil beBeeTechnical Tempo inteiro R$55.000 - R$85.000

    The role of Technical Operations Specialist requires a unique blend of technical expertise, problem-solving skills, and communication abilities. As a key member of the support team, you will be responsible for providing top-notch assistance to end-users, troubleshooting complex issues, and delivering solutions that meet their needs.Key...

  • Ad Operations Specialist

    2 semanas atrás

    Uberlândia, Minas Gerais, Brasil buscojobs Brasil Tempo inteiro

    Overview Along with our partner, we are seeking a detail-oriented and experienced Ad Operations Specialist to join their team. Native / Bilingual English is required for this role (read / written / spoken). Please upload your CV / Resume in English. Monthly salary: $1,100 - $1,500 Responsibilities Ad Trafficking and Campaign Execution: Build and launch...

  • Trading Lifecycle Specialist

    Há 4 dias

    Uberlândia, Minas Gerais, Brasil beBeeTrading Tempo inteiro R$80.000 - R$120.000

    Job Description The Trading Operations Analyst is a pivotal role that supports the full trade lifecycle, serving as the primary operational point of contact for institutional clients across the Americas. This position ensures accurate trade processing, smooth settlements, and exceptional client service – sitting at the heart of the company's trading...

  • Farming Liaison Specialist

    2 semanas atrás

    Uberlândia, Minas Gerais, Brasil beBeeFarming Tempo inteiro R$80.000 - R$100.000

    Our team is seeking a highly skilled Farming Liaison Specialist to play a key role in driving engagement and fostering partnerships that advance sustainable and regenerative farming practices.This position combines agronomy, relationship management, and strategic partnerships to promote our vision and impact. As a Farming Liaison Specialist, you will be...