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Operations specialist Jobs in Burbank, CA

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Operations specialist • burbank ca

Last updated: 10 hours ago
  • Promoted
Operations Specialist

Operations Specialist

East West BancorpPasadena, CA, US
Full-time
Wealth Management Operations Specialist.We are seeking a Wealth Management Operations Specialist for our Wealth Management department. This position will engage with most aspects of WM and is requir...Show moreLast updated: 4 days ago
  • Promoted
Portfolio Operations Specialist

Portfolio Operations Specialist

RIT SolutionsGlendale, CA, US
Full-time
Responsible for managing one of the more functional areas of Portfolio Operations within a product led organization that includes the following but not limited to capital allocation, capital budget...Show moreLast updated: 30+ days ago
  • Promoted
Office Operations Specialist

Office Operations Specialist

Keller Executive SearchLos Angeles, CA, US
Full-time
Eager to keep a global executive search firm running smoothly while supporting dynamic teams? Become our Office Coordinator at Keller Executive Search and excel in a vibrant, team-oriented atmosphe...Show moreLast updated: 30+ days ago
  • Promoted
Operations Specialist

Operations Specialist

VirtualVocationsLos Angeles, California, United States
Full-time
A company is looking for an Early Careers Operations Specialist.Key Responsibilities : Support the planning and execution of HR projects, maintain documentation, and prepare updates for stakeholde...Show moreLast updated: 25 days ago
  • Promoted
Operations Specialist

Operations Specialist

TencentLos Angeles, CA, US
Full-time
Workplace Operations Specialist.The Overseas Administration Department is an integral part of Tencent's global operations, responsible for establishing offices and overseeing administrative functio...Show moreLast updated: 30+ days ago
  • Promoted
Quality Operations Specialist

Quality Operations Specialist

WelbeHealthLos Angeles, CA, US
Full-time
WelbeHealth PACE helps seniors stay in their homes and communities by providing medical care and community-based services. We believe in going the extra mile and aim to make a genuine difference in ...Show moreLast updated: 2 days ago
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INTELLIGENCE OPERATIONS SPECIALIST

INTELLIGENCE OPERATIONS SPECIALIST

Clearance JobsLos Angeles, CA, US
Permanent
Intelligence Operations Specialist.The primary purpose of the Intelligence Operations Specialist, GS-0132-12, is to perform staff support to the commander and specialized intelligence duties as an ...Show moreLast updated: 5 days ago
Sales Operations Specialist

Sales Operations Specialist

Cypress HCMLos Angeles, CA, US
Full-time
Just like we disrupted hospitality, our Services is redefining the guest experience by bringing premium in-home services directly to stays. Services offers 10 categories (chefs, photography, massage...Show moreLast updated: 30+ days ago
  • Promoted
Operations Specialist

Operations Specialist

Brilliant CornersLos Angeles, CA, US
Full-time
Location : Los Angeles, California.We develop, own, and manage multi-family supportive housing and licensed residential care homes. We implement a broad array of scattered-site, one-on-one supportive...Show moreLast updated: 4 days ago
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  • New!
INTELLIGENCE OPERATIONS SPECIALIST

INTELLIGENCE OPERATIONS SPECIALIST

ClearanceJobsLos Angeles, CA, United States
Permanent
Intelligence Operations Specialist.The primary purpose of the Intelligence Operations Specialist, GS-0132-12, is to perform staff support to the commander and specialized intelligence duties as an ...Show moreLast updated: 14 hours ago
  • Promoted
  • New!
Video Operations Specialist

Video Operations Specialist

NBCUniversalNorth Hollywood, CA, United States
Full-time
NBCUniversal is one of the world's leading media and entertainment companies.We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to...Show moreLast updated: 10 hours ago
Business Operations Specialist

Business Operations Specialist

Odyssey SystemsLos Angeles, CA, US
Full-time
Business Operations Specialist.Odyssey Systems has an exciting new opportunity for a Business Operations Specialist supporting the Space Systems Command (SSC) Military Communication and Positioning...Show moreLast updated: 6 days ago
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  • New!
Senior Operations Specialist

Senior Operations Specialist

Waste ManagementSun Valley, CA, US
Full-time
What is the value of a WM job?.The value of a WM job is more than a paycheck.It's a way to create opportunities for you and your family. We Are Stable : Our WM team is home every day, and our team me...Show moreLast updated: 21 hours ago
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Sales Operations Specialist

Sales Operations Specialist

Jet Support ServicesLos Angeles, CA, US
Full-time
For more than 35 years, Jet Support Services, Inc.JSSI) has been the leading independent provider of maintenance support, advisory services, software, and financial tools to the business aviation i...Show moreLast updated: 30+ days ago
IT Operations Specialist

IT Operations Specialist

US Metro BankLos Angeles, CA, US
Full-time
The IT Operations Specialist is responsible for providing fast and effective technical assistance on computer systems, responding to basic technical inquiries, and offering guidance on resolving is...Show moreLast updated: 30+ days ago
  • Promoted
Operations Specialist

Operations Specialist

Arena StaffingLos Angeles, CA, US
Full-time
We are seeking a detail-oriented and proactive Operations Specialist to support and optimize our day-to-day business operations. This is a fully remote position, open only to candidates who reside i...Show moreLast updated: 2 days ago
  • Promoted
Regulatory Operations Specialist

Regulatory Operations Specialist

Los Angeles StaffingLos Angeles, CA, US
Full-time
Regulatory Operations Specialist.At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You'll lead with purpose, b...Show moreLast updated: 1 day ago
  • Promoted
Recruiting Operations Specialist

Recruiting Operations Specialist

HadrianLos Angeles, CA, US
Permanent
Hadrian - Manufacturing the Future.Hadrian is building autonomous factories that help aerospace and defense companies manufacture rockets, satellites, jets, and ships up to 10x faster and up to 2x ...Show moreLast updated: 30+ days ago
  • Promoted
INTELLIGENCE OPERATIONS SPECIALIST

INTELLIGENCE OPERATIONS SPECIALIST

US Government JobsLos Angeles, CA, US
Full-time
Intelligence Operations Specialist.This INTELLIGENCE OPERATIONS SPECIALIST position is in the Intelligence Surveillance and Reconnaissance Group at an Air National Guard (ANG) Intelligence unit and...Show moreLast updated: 5 days ago
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Operations Specialist

Operations Specialist

East West BancorpPasadena, CA, US
4 days ago
Job type
  • Full-time
Job description

Wealth Management Operations Specialist

We are seeking a Wealth Management Operations Specialist for our Wealth Management department. This position will engage with most aspects of WM and is required to obtain a foundational understanding of our bank's WM product and services to deliver holistic operational support to WM team.

Responsibilities include :

  • Perform monthly production reporting (fee income / expense) / GL Transfer
  • Responsible for Licensed Banker split commission calculation and payments
  • Perform representative change and account reassignments / client profile management
  • Process daily settlement wires / enter annuity purchase trades
  • Assist representatives with operational issues and / or urgent client inquiries and provide support on various inquiries
  • Occasionally obtain ad review approvals from both the broker dealer and EWB compliance department for all WM marketing initiatives
  • Maintain and update weekly / monthly spreadsheets for various projects such as Referral Reports, New accounts, Production tracking, FC schedule, licensing status, etc.
  • Facilitate the process of FC / LBE registration and licensing renewals
  • Communicate with broker / dealer on various service inquiries
  • Manage day-to-day incoming call from toll-free line and delegate to corresponding FC to ensure the inquiries are handled in accordance with policy
  • Ability to attend event / offsite meeting on an occasional basis
  • Perform other duties as assigned

Qualifications include :

  • Bachelor's degree in Business, Finance, Economic or related field, or equivalent experience
  • 4+ years' experience in operations support for Wealth Management department
  • Life insurance and combination license Series 6 or Series 7 and Series 63 / 65 / 66
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills, and able to prioritize work with deadlines
  • Knowledge of SmartWorks System a plus
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word)
  • Compensation : The base pay range for this position is USD $20.00 / Hr. - USD $35.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.