Operations Priority Specialist

Overview:

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Operations department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an operations priority specialist to join our ranks. Our main objective is to help Commonwealth’s Operations teams meet and exceed their own high standards by seamlessly moving between operations departments whenever there is a volume spike or staffing shortage—sometimes daily. Versatility is a must.

Key Responsibilities 

• Learning the daily processes of and maintaining positive relationships with our New Accounts, Cashiering, General Investigations, Transfer of Assets, and Retirement Operations teams
• Rotating in and out of departments, depending on the current business needs of each area
• Working in different environments and building relationships with the departments we support
• Increasing your own visibility within the firm while building a well-rounded background in financial services operations
• Helping our bi-coastal team to succeed in consistently providing indispensable service to our advisors, field staff, and coworkers
• Providing constructive ideas for process improvements and consulting on projects and initiatives around the firm

 Core Strengths and Skills 

• 1–2 years’ experience in the brokerage industry
• Highly organized, detail-oriented, energetic, and able to manage multiple tasks and change gears quickly
• A drive to gain operations knowledge and visibility to advance your career
• Excellent communication skills, both verbal and written
• Customer service mentality and eagerness to help
• Proven ability to solve problems and think creatively
• Team player with the ability to work independently
• A quick and versatile learner

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.