Operations Analyst I, Margins

About the Role

This onsite, entry-level role in Birmingham, AL, provides support for a specific Operations team, performing routine tasks specific to that team.

Key Responsibilities

• Maintain prompt and regular attendance.
• Maintain an understanding of team expectations and company policies.
• Shared responsibility for team phone and e-mail coverage.
• Provide back-up coverage for various team-specific tasks and responsibilities as needed.
• Keep management informed on any unusual requests and potential issues.
• Assist with general questions and inquiries from customers as needed.
• Develop and maintain strong relationships with other departments & lines of business.
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team.
• Accomplish tasks as assigned.
• Meet and occasionally exceed job expectations.
• Be reliable in attaining expected results, timely and efficient.

Requirements & Tech Stack

• Microsoft Office 365 applications.
• Basic experience with database query building and/or SQL experience.

Qualifications

• Bachelor's degree in business, finance or related field, or equivalent work experience.
• Series SIE, or equivalent (or ability to obtain within 2 months of employment).
• Effective communication skills - oral and written, with an emphasis on customer service.
• Strong critical thinking and analytical skills with high attention to detail.
• Adaptable to change in a highly regulated industry.
• Requires moderate supervision.
• Dynamic, time-sensitive environment.
• Climate-controlled office environment.
• Minimal physical requirements other than occasional light lifting of boxed materials.