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Operations Analyst Job Opening In Lancaster – Now Hiring RKL


Job description

The Operations Analyst is responsible for executing on all aspects of the back‐office operational and technological functions of the business.

This position will work closely with the Operations, Compliance and Technology team.

The Operations Analyst will engage with team members to create an exceptional experience for the Wealth Management team and clients.

Success Factors

Responsibilities

  • Supports the Operations Manager in managing third-party relationships (consultants, custodians, technology providers, and other vendors) to meet team and client needs
  • Executes back-office operations, including data management, trade settlement and reconciliation, custodian activities, and reporting, while delivering an exceptional client experience
  • Analyzes and implement process and control improvements to enhance operational efficiency, leveraging technology to streamline internal processes
  • Serves as a backup for Operations and Compliance roles and actively participates in project teams by providing input and implementation support
  • Organizes, maintains, and audits data, records, and documents; accurately enters data and generates reports; updates process instructions to ensure operational standardization
  • Collaborates across teams to improve firm processes and client experience, while maintaining strict confidentiality of client and firm information
  • Demonstrate awareness and adherence to firm policies and procedures
  • People Management/Relationships

  • Take initiative to be a team player (seek out opportunities to help others)
  • Treat everyone with respect; develop loyalty and trust with the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
  • Qualification

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

    The requirements listed below are representative of the knowledge, skill, and/or ability required.

    Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

    Required Knowledge, Skills, and/or Ability

  • Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
  • Problem solving skills; ability to shift focus and adapt to changes
  • Excellent organization skills and strong attention to detail
  • Ability to use sound judgement and discretion regarding confidential information
  • Strong project management skills
  • Strong multitasking skills with ability to prioritize work as necessary
  • Education, Experience and Certifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field or commensurate experience
  • 3+ years’ experience working in a professional working environment
  • Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarack, Zoom, Outlook etc)
  • Essential Functions

  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned
  • Salary Range:

    $55,000 - $65,000

    Required Skill Profession

    Business Operations Specialists


    • Job Details

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    Unlock Your Operations Analyst Potential: Insight & Career Growth Guide


    Real-time Operations Analyst Jobs Trends (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Operations Analyst in Lancaster, United States, highlighting market share and opportunities for professionals in Operations Analyst roles.

    102660 Jobs in United States
    102660
    70 Jobs in Lancaster
    70
    Download Operations Analyst Jobs Trends in Lancaster and United States

    Are You Looking for Operations Analyst Job?

    Great news! is currently hiring and seeking a Operations Analyst to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at RKL adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

    What Is the Average Salary Range for Operations Analyst Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Lancaster. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Operations Analyst?

    Key qualifications for Operations Analyst typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

    How Can I Improve My Chances of Getting Hired for Operations Analyst?

    To improve your chances of getting hired for Operations Analyst, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    Interview Tips for Operations Analyst Job Success

    RKL interview tips for Operations Analyst

    Here are some tips to help you prepare for and ace your Operations Analyst job interview:

    Before the Interview:

    Research: Learn about the RKL's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

    Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

    Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

    Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

    Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

    Follow Up: Send a thank-you email to the interviewer within 24 hours.

    Additional Tips:

    Be Yourself: Let your personality shine through while maintaining professionalism.

    Be Honest: Don't exaggerate your skills or experience.

    Be Positive: Focus on your strengths and accomplishments.

    Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

    Turn Off Phone: Avoid distractions during the interview.

    Final Thought:

    To prepare for your Operations Analyst interview at RKL, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the RKL's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

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