Operations Specialist

Coordinate with advisors and clients to schedule telephone consultations; qualify advisors via questionnaire to confirm suitability for consultations; communicate with advisors to participate in phone consultations; maintain updated status of client telephone consultations; follow multiple work streams to help Project Managers track progress on projects; leave messages and follow up with Advisors to expedite scheduling; assist with ad-hoc requests and ensure compliance restrictions are applied in advisor communications; work as part of an international team and independently with strong attention to detail, time management, and ability to multi-task.