"Alerted.org

Description We are looking for an Operations Specialist to join our team in Vero Beach, Florida. This Contract to permanent position offers an opportunity to contribute to the day-to-day operations while ensuring seamless coordination and compliance. The ideal candidate will demonstrate strong organizational skills and proficiency in Microsoft Office applications, supporting both operational tasks and special projects.

Responsibilities:

• Coordinate and process client account activities while maintaining accurate follow-ups.

• Prepare well-organized documents, detailed reports, and presentations for management use.

• Manage team calendars, track key action items, and oversee scheduling arrangements.

• Review and monitor daily operations to ensure efficiency and compliance with regulations.

• Assist in transaction processing and provide support to ensure accuracy and timeliness.

• Collaborate on special projects, contributing to the successful execution of initiatives.

• Identify areas for improvement in workflows and recommend solutions for optimization. Requirements • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.

• Strong organizational and multitasking skills to handle various operational tasks.

• Ability to manage schedules, track deliverables, and coordinate team activities.

• Familiarity with transaction processing and regulatory compliance requirements.

• Excellent communication skills for preparing reports and coordinating with stakeholders.

• Experience in financial services or investment advisory industry is a significant advantage.

• Attention to detail and problem-solving skills to support operational efficiency. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .