Position: Operations Specialist

Location: Jacksonville, FL

Contract Assignment: 6/2/2025 – 6/1/2026

Pay Range: $21.03 hourly, paid weekly.

Schedule: Monday – Friday

Potential temp to perm depending on candidate’s performance and business needs.

Position Summary:

• Investment Advisory Governance provides fiduciary oversight for the Firm's investment advisory programs and platforms which include a comprehensive and dynamic risk control framework, aligned with policies and procedures, emerging risks and changes in the marketplace that may impact market strategy and business approach.
• This role is responsible for activities supporting the Wealth Management investment advisory programs within the Business Governance team.
• Including reviewing and responding to program policy and procedure request as well as conducting reviews of investment and maintenance requests for client accounts, according to established guidelines and procedures.

Responsibilities:

• Responds to inquiries via various channels to support operational efficiency and provide expedient quality service.
• Performs basic research, follow-up and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Reviews and approves account documentation and enrollments through systematic and manual reviews.
• Oversight and review of business policy adherence, including the enforcement of an effective governance structure for the Firm’s investment advisory programs.
• Prior experience in the securities or financial services industry with a strong understanding of brokerage functions and operations.
• Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
• Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
• Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
• Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
• Ability to assimilate and learn new information quickly for application to business processes.

Required Skills:

• Excellent written and verbal communication skills.
• Ability to multi-task in a fast-paced demanding environment.
• Proficiency with Excel, Powerpoint and SharePoint.

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com