{"id":126491,"date":"2026-05-25T14:23:05","date_gmt":"2026-05-25T14:23:05","guid":{"rendered":"https:\/\/bhsg.com\/jobs\/job\/a1453414dal_1779718985-operations-specialist-dallas-texas\/"},"modified":"2026-05-25T17:18:51","modified_gmt":"2026-05-25T17:18:51","slug":"a1453414dal_1779718985-operations-specialist-dallas-texas","status":"publish","type":"job_listing","link":"https:\/\/bhsg.com\/jobs\/job\/a1453414dal_1779718985-operations-specialist-dallas-texas\/","title":{"rendered":"Operations Specialist"},"content":{"rendered":"<h4><strong><a id=\"myCustomID\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/A1453414DAL_1779718985\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n<\/p>\n<div>\n<h2><strong>Operations Specialist (Brokerage Operations)<\/strong><\/h2>\n<p><strong>Location:<\/strong> Hybrid &#8211; Tues-Thurs Onsite<br \/> <strong>Type:<\/strong> Temp-to-Hire<\/p>\n<hr \/>\n<h3><strong>About the Opportunity<\/strong><\/h3>\n<p>Our client, a growing organization within the <strong>financial services industry<\/strong>, is seeking an <strong>Operations Specialist<\/strong> to join their team. This is an excellent opportunity for a <strong>versatile, detail-oriented professional<\/strong> who enjoys wearing multiple hats and is looking for long-term growth within a dynamic and collaborative environment.<\/p>\n<p>This team is focused on bringing in <strong>high-quality, adaptable talent<\/strong> that can be cross-trained across multiple functions and grow within the organization.<\/p>\n<hr \/>\n<h3><strong>Position Overview<\/strong><\/h3>\n<p>This role supports <strong>brokerage and investment operations<\/strong>, including client onboarding, account maintenance, asset movement, and transaction processing. The ideal candidate is highly organized, process-driven, and comfortable working in a fast-paced, detail-heavy environment.<\/p>\n<hr \/>\n<h3><strong>Key Responsibilities<\/strong><\/h3>\n<ul>\n<li>Support <strong>client onboarding and account setup<\/strong>, ensuring accuracy and compliance<\/li>\n<li>Process <strong>transactions, asset transfers, and cash movements<\/strong> within client accounts<\/li>\n<li>Handle <strong>alternative investment processing<\/strong>, including purchases, sales, and cash flow events<\/li>\n<li>Reconcile account positions and cash activity with external partners and systems<\/li>\n<li>Serve as a <strong>point of contact for internal teams and external vendors<\/strong> to resolve issues<\/li>\n<li>Respond to inquiries and manage communication via <strong>email and phone<\/strong><\/li>\n<li>Monitor workflows and adjust priorities to meet service level expectations<\/li>\n<li>Identify opportunities to <strong>improve processes and increase operational efficiency<\/strong><\/li>\n<li>Assist with <strong>training and cross-functional support<\/strong> as needed<\/li>\n<\/ul>\n<hr \/>\n<h3><strong>Qualifications<\/strong><\/h3>\n<ul>\n<li>2+ years of experience in <strong>operations, administrative support, or customer service<\/strong><\/li>\n<li>Experience within <strong>financial services, banking, or investment environments<\/strong> preferred<\/li>\n<li>Strong <strong>organizational, multitasking, and problem-solving skills<\/strong><\/li>\n<li>Excellent <strong>communication and attention to detail<\/strong><\/li>\n<li>Ability to work in a <strong>fast-paced, deadline-driven environment<\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3><strong>Preferred Qualifications<\/strong><\/h3>\n<ul>\n<li>Bachelor&#8217;s degree in <strong>Business, Finance, or related field<\/strong><\/li>\n<li>Familiarity with <strong>investment accounts, asset transfers, or brokerage operations<\/strong><\/li>\n<li>Exposure to <strong>alternative investments or financial products<\/strong><\/li>\n<li>Interest in pursuing or obtaining <strong>FINRA\/Securities licensing (SIE, Series 99, etc.)<\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3><strong>Technical Skills<\/strong><\/h3>\n<ul>\n<li>Proficiency with <strong>Microsoft Office Suite (Excel, Outlook, etc.)<\/strong><\/li>\n<li>Strong <strong>data entry and system navigation skills<\/strong><\/li>\n<li>Ability to manage multiple systems and tools simultaneously<\/li>\n<\/ul>\n<hr \/>\n<h3><strong>What Makes This Opportunity Stand Out<\/strong><\/h3>\n<ul>\n<li>Hybrid schedule with flexibility<\/li>\n<li>Opportunity to <strong>grow within a fast-paced financial services organization<\/strong><\/li>\n<li>Exposure to <strong>brokerage operations and investment processes<\/strong><\/li>\n<li>Ability to <strong>cross-train and expand skillset across multiple functions<\/strong><\/li>\n<li>Competitive hourly rate with <strong>potential for long-term conversion<\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3><strong>Work Environment<\/strong><\/h3>\n<ul>\n<li>Professional office setting<\/li>\n<li>Collaborative, team-oriented culture<\/li>\n<li>Fast-moving environment requiring adaptability and ownership<\/li>\n<\/ul>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/YWRtaW5kYWwuOTEzOTAuMTI1ODRAYmVhY29uaGlsbC5hcGxpdHJhay5jb20.gif\"><\/p>\n<p><span style=\"color: #ffffff;\">A1453414DAL_1779718985<\/span><\/p>\n<h4><strong><a id=\"otherId\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/A1453414DAL_1779718985\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n","protected":false},"author":0,"featured_media":3770,"template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_promoted":"","_job_location":"Dallas, Texas","_application":"admindal.91390.12584@beaconhill.aplitrak.com","_company_name":"Beacon Hill Staffing Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[171,172],"job-types":[2],"class_list":["post-126491","job_listing","type-job_listing","status-publish","has-post-thumbnail","hentry","job-type-full-time"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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