Operations Specialist (Level III)

ASAP Start
This is a hybrid role (3-days on-site/2-days WFH)
Work Location:Jacksonville FL
Schedule: Monday- Friday; 8:00 AM - 5:00 PM

The Business Operations Management group provides multi-disciplinary horizontal support for Wealth Management Operations (WMO) business priorities and deliverables. Within Business Operations Management the Engagement & Support team provides support for a senior leader and business manager to execute on meetings travel and other responsibilities. They partner with the local Site Engagement Team to help plan facilitate and execute employee engagement events. Engagement & Support is looking for a Business Support Lead II that:

Communicates with executives and line management to gather and convey relevant information
Documents accurate messages and handles calls with appropriate judgment
Proactively manages the calendar of multiple stakeholders effectively resolving conflicts that arise in a professional manner
Manages all travel planning and expenses coordinating schedules for executive to maximize time and create efficiencies
Prepares meeting minutes and related meeting documents utilizing written and oral communication skills
Liaises with outside groups to coordinate events where the executive is a corporate chair director or committee member
Has the responsibility of assisting with the planning for WMO employee engagement events in addition to employee engagement events for their senior leader
Support and help facilitate the planning set up and logistics of executive site visits

Skills Required
Adaptability
Administrative Services
Attention to Detail
Collaboration
Oral Communications
Planning
Presentation Skills
Prioritization
Problem Solving
Excellent Written Communication

Proficient in the following tools:
MS Outlook
Webex