Found Description
Enhance operational efficiency at Archer as an Operations Coordinator. Leverage your analytical skills and operational rigor to support compliance and advisor requests effectively.
In this role, reporting to the Senior Director of Operations and Compliance, you will manage operational and administrative requests from advisors. Your meticulous attention to detail will ensure compliance with service level agreements and maintain CRM data accuracy while improving operational processes.
Key Responsibilities:
• Manage advisor requests and maintain accurate records
• Ensure compliance with service agreements and regulations
• Conduct daily transaction reconciliations with the portfolio manager
• Identify and implement operational improvements
• Support internal audits, including KYC verification
Requirements:
• High school diploma in finance or related field
• Minimum 2 years of experience in a similar role
• Proficiency in the Office suite
• Advanced Fren...
In this role, reporting to the Senior Director of Operations and Compliance, you will manage operational and administrative requests from advisors. Your meticulous attention to detail will ensure compliance with service level agreements and maintain CRM data accuracy while improving operational processes.
Key Responsibilities:
• Manage advisor requests and maintain accurate records
• Ensure compliance with service agreements and regulations
• Conduct daily transaction reconciliations with the portfolio manager
• Identify and implement operational improvements
• Support internal audits, including KYC verification
Requirements:
• High school diploma in finance or related field
• Minimum 2 years of experience in a similar role
• Proficiency in the Office suite
• Advanced Fren...