HBKS Wealth Advisors is currently seeking a Financial Operations Specialist for its Erie, PA office.
The Operations Specilaist is responsible for performing and/or assisting in various business technology, marketing, compliance, and various project management duties.
The essential functions of this position are:
Prepare, consolidate and/or analyze periodic reports for management; identify, research. monitor, and report operational trends that affect business performance.
Assist in the completions of various duties and tasks as required.
Assist with marketing and advertising initiatives, including seminars, presentations, firm conferences, etc.
Assist with the implementation of compliance policies and procedures.
Identify and present to management, business opportunities/improvements that positively affect customer satisfaction, employee efficiency and financial results.
Assist with special studies/research requiring financial and operations analysis.
Display a high degree of technical and professional competence.
Display strong analytical, problem-solving, organizational skills as well as, the ability to make independent decisions and manage projects.
Maintain strict confidentiality of all clients and the firm business.
Ideal candidates will have a background working within a financial services firm.
About HBKS Wealth Advisors
HBKS Wealth Advisors was established in 2001 when Hill, Barth & King, one of the nation’s most venerable accounting firms, merged with The Sorce Financial Group, an advisory firm headed by brothers Gregory and Christopher Sorce, whose father had been advising clients on financial matters since 1950. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio, Florida and Western New York as well as throughout Western Pennsylvania and Philadelphia, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to nearly $3 billion.Today, HBKS advisors in 12 offices operate with that same family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. HBKS offers a comprehensive solution to protect and grow wealth by specifically designing plans for each of our clients that address their unique challenges and enable them to achieve their desired objectives. HBKS Wealth Advisors services include: Business Succession Planning, Financial Planning, Insurance Services, Investment Management, Personal Retirement Planning, Retirement & Benefit Services and Wealth Planning and Management.
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