We are looking for a detail-oriented Operations Processor to join our team in Pompano Beach, Florida. In this role, you will play a critical part in managing and coordinating customer orders, ensuring smooth operations and accurate records. This position requires strong organizational skills and the ability to work collaboratively across departments.<br><br>Responsibilities:<br>• Provide exceptional customer support throughout the lifecycle of orders, addressing inquiries and resolving issues promptly.<br>• Accurately process and enter customer orders into QuickBooks, maintaining timeliness and precision.<br>• Manage the complete order process, from receipt through fulfillment, ensuring all steps are executed efficiently.<br>• Collaborate with internal teams to streamline workflows and enhance overall operational effectiveness.<br>• Track and manage inventory levels, ensuring availability of materials to meet production and order demands.<br>• Plan and coordinate raw material requirements, aligning with production schedules and customer needs.<br>• Maintain consistency and accuracy across customer orders, inventory data, and system records.<br>• Support shipping processes by overseeing customer shipments and ensuring timely delivery.<br>• Monitor and reconcile accounts payable, vendor invoices, and other financial records to ensure proper documentation.<br>• Assist in resolving account discrepancies and addressing risk management concerns when necessary.
<p>Client Service & Operations Associate | Family Office | Bilingual (English/Spanish) | Series 6 & 77</p><p>We’re seeking a client-focused and detail-oriented professional to support day-to-day client service, operations, and compliance in a collaborative family office environment.</p><p>This role is ideal for someone who enjoys variety, ownership, and working closely with clients and advisors.</p><p><strong>What You’ll Do:</strong></p><ul><li>Support client account administration including onboarding, money movements, account maintenance, and documentation</li><li>Assist with operational workflows such as trade tickets, rebalancing support, transaction processing, and recordkeeping</li><li>Help ensure compliance with RIA and regulatory requirements (Form ADV, W-8s, filings, and organized documentation)</li><li>Coordinate client meetings, prepare presentations and reports, and support ongoing client communications</li><li>Assist with loan coordination, payments, expense tracking, and third-party follow-ups</li><li>Collaborate across operations, investment, and administrative teams to keep workflows moving smoothly</li></ul><p>Once the candidate is familiar with the operations, hybrid schedule will apply.</p><p>If you are interested in hearing more about this position, please call me 786-393-4588 or email Janet.Silva@roberthalfcom</p>
