U.S. Bancorp Advisors Wealth Management Business Operations Specialist
About The Position
As a Business Operations Specialist, you will support investment and brokerage account operations with the U.S. Bancorp Advisors Wealth Management team while contributing to business analysis, process improvement, system enhancements, testing, and operational initiatives. You will review and process account requests, perform quality control, maintain account information, and resolve operational issues. You will evaluate existing processes and systems, identify opportunities to improve workflow and operating efficiency, support technology and procedural enhancements, and participate in testing and implementation activities. The role is suited to someone who combines attention to detail and operational execution with analytical thinking, problem-solving, technology aptitude, and a continuous-improvement mindset. It requires working from a U.S. Bank location three or more days per week.
Requirements
- Bachelor’s degree or equivalent work experience.
- Typically two or more years of related experience.
- Strong analytical, problem-solving, and decision-making skills.
- Ability to identify, research, resolve, and appropriately escalate operational issues.
- Strong organizational skills and ability to manage multiple priorities, projects, and deadlines.
- Strong customer-service and relationship-management skills.
- Effective verbal, written, and presentation skills.
- Strong data-entry capabilities.
- Proficiency with Microsoft Office applications and ability to learn and navigate multiple financial and operational systems.
- Ability to work independently and collaborate effectively as part of an operational or project team.
- Ability to work from a U.S. Bank location three or more days per week.
Nice To Haves
- Experience in financial services, banking, investments, or brokerage operations.
- Knowledge of investment and brokerage products, including brokerage accounts, IRAs, and other retirement accounts.
- Experience reviewing financial documentation, processing account updates, or conducting operational quality-control reviews.
- Ability to analyze business needs, workflows, and processes and recommend practical solutions.
Responsibilities
- Review and process investment and brokerage account requests.
- Perform quality-control reviews and maintain account information.
- Resolve operational issues and appropriately escalate them when needed.
- Evaluate existing processes and systems and identify opportunities to improve workflow and operating efficiency.
- Support technology and procedural enhancements.
- Participate in testing and implementation activities.
- Analyze business needs, workflows, and processes and recommend practical solutions.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks, depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
