Operations and Compliance Specialist – Hermitage, PA

If you want to work for a company that is always striving for improvement and growth, then JFS Wealth Advisors may be the right fit for you.

We encourage employee growth and development through programs in place that help you aspire to be the best you possible.

The JFS mission has always been centered on helping individuals, families, and organizations achieve their financial goals for current and future generations. To deliver the promise, we look to attract and develop leaders who are passionate, curious, and ready to make a lasting difference for the clients and communities we serve.

Job Purpose: Provide compliance and operations support.  Responsible for providing friendly assistance to internal and external clients and other callers/visitors. Serves as the backup for reception.

You are:

  • Committed to striving for continuous improvement and learning.
  • A self-starter who needs little direction to get results.
  • Detail-oriented, extremely organized, and adaptable to changing priorities.
  • Able to handle sensitive and confidential information with discretion.
  • Someone who enjoys working independently and with cross-departmental teams.

Responsibilities:

  • Performs necessary operations and compliance functions.
  • Completes data entry and validation.
  • Completes mailings and sends bulk emails.
  • Makes travel arrangements.
  • Purchases employee and client gifts.
  • Serves as backup for receptionist.
  • Orders supplies.
  • Provides support as needed for marketing, operations, and HR.
  • Contributes to team effort.

Qualifications:

  • High school diploma or general education degree (GED); minimum of four years related experience and/or training; or equivalent combination of education and experience.
  • Driver’s license.
  • Demonstrates high-quality analytical and problem-solving skills.
  • Must be extremely detailed-oriented.
  • Must be comfortable using multiple software systems.
  • Able to effectively prioritize and execute tasks.
  • Demonstrates creative/innovative approaches that maintain a commitment to JFS core values.
  • Excellent communication skills.

Benefits:

  • Work-life balance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(K) match plus profit sharing
  • Paid Time Off
  • Paid holidays
  • Parental leave
  • Referral program
  • STD/LTD Disability

Join our Team