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About the role
Key responsibilities & impact- Assist the Operations Manager in daily management, coordinating activities and priorities.
- Support the Operations Manager with the enforcement of company policies and standards.
- Perform administrative tasks, including maintaining records, and setting up new investment accounts.
- Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center, Fidelity Wealthscape, and others.
- Monitor and update CRM system to ensure accurate and up-to-date information.
- Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts.
- Cooperate with different departments to facilitate smooth communication and collaboration.
Requirements
What you’ll need- Proven work experience as an Operations Associate, Operations Specialist, or similar role.
- Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
- Ability to work under pressure, managing multiple tasks and priorities.
- Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems.
- Knowledge of investment account setup and management is preferred.
- Relevant education and/or certifications in the Financial Services field is preferred.
Benefits
Comp & perks- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrative tasksinvestment account setupbroker-dealer custodial account managementCRM system managementrecord maintenanceschedulingbilling management
Soft Skills
communication skillslistening skillsteam collaborationability to work under pressuretask managementprioritization
Certifications
Financial Services certifications