Operations and Advisory Coordinator

Envoys

Operations coordinator supporting custodial accounts, trades, distributions, and transfers at a faith-driven financial firm. Maintaining Salesforce records and compliance documentation for client accounts.

Posted 8/19/2026full-timeColorado Springs • Colorado, Illinois • 🇺🇸 United StatesJunior💰 $20 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in custodial account servicing, trade execution, and client account management, with strong proficiency in Salesforce CRM and Microsoft Excel. Capable of handling complex financial transactions and maintaining regulatory compliance while ensuring exceptional client communication.

Highest-signal resume keywords

Custodial Account ServicingTrade ExecutionSalesforce CRMMicrosoft ExcelAlternative Investment Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade ExecutionAccount ManagementFinancial Transaction ProcessingDocument PreparationFee ReconciliationClient Distribution ProcessingACH/Wire LinkingProportional LiquidationsTax WithholdingRegulatory Correspondence

Soft Skills

Attention to DetailClear CommunicationTime ManagementIndependent JudgmentMultitasking

Tools & Technologies

Salesforce CRMDocuSignMicrosoft Office

Certifications & Qualifications

Series 65 License (Interest in Obtaining)

Industry Keywords

Financial ServicesCustodial AccountsRIA EnvironmentAlternative InvestmentsClient Account Servicing

About the role

Key responsibilities & impact

Provide end-to-end operational execution for the Operations and Advisory Specialist, Stewardship Advisors, and Chief Investment Officer's client accounts
Serve as the firm's primary point of contact for custodial account servicing, trade execution, distributions, and account actions
Liaise with Schwab operations and alternative-investment desks to resolve paperwork exceptions, held or pending transfers, account-title issues, and custodian or representative errors
Execute buy and sell orders across equities, ETFs, and fixed income per advisor instruction
Perform proportional liquidations, purchase and track Treasury bills and notes, and journal cash and shares between linked accounts
Process recurring and one-off client distributions, Required Minimum Distributions, and Qualified Charitable Distributions, including tax withholding and charitable checks
Verify money-movement requests by calling clients directly before releasing funds
Open and title new custodial accounts, process re-registrations, set up ACH/wire linking, and coordinate Transfer of Assets / ACAT transfers
Process beneficiary and TOD designation updates, draft Letters of Instruction, coordinate post-death documentation, and manage DocuSign envelopes
Prepare, verify, and track Alternative Investment Custody Letters of Authorization and subscription agreements
Calculate, reconcile, and process quarterly advisory fees through custodial billing systems
Serve as a direct client contact for account-servicing questions and provide status updates to advisors and the CIO
Maintain Salesforce CRM records, documentation uploads, and task tracking
Support ADV and regulatory correspondence and organize client documentation into structured recordkeeping folders
Exercise independent judgment on routine account actions while confirming trade parameters and larger decisions with the directing advisor

Requirements

What you’ll need

Associate or Bachelor's degree preferred in business, finance, or a related field
One (1) to three (3) years of experience in operations or financial services support roles
Working familiarity with custodial account-servicing processes and paperwork, such as Charles Schwab
Experience with CRM systems; Salesforce strongly preferred
Strong attention to detail and ability to manage multiple concurrent tasks and deadlines
Proficiency with Microsoft Office, especially Excel
Clear written and verbal communication skills
Prior experience executing trades or processing distributions in a custodial or RIA environment preferred
Prior exposure to DocuSign envelope preparation and signature-tracking workflows preferred
Prior exposure to alternative investment or subscription-document paperwork preferred
Progress toward, or interest in obtaining, a Series 65 license or equivalent preferred
Licensing and registration requirements: None required at this time

Benefits

Comp & perks

Overtime eligibility in accordance with applicable federal and state law
Company profit sharing based on organizational performance
Employer-funded Individual Coverage Health Reimbursement Arrangement (ICHRA) for individual health insurance premiums and qualifying medical expenses
Voluntary dental and vision insurance with national provider networks
Employer-provided life insurance
Short-term disability (STD) and long-term disability (LTD) coverage
Monthly benefit allowance applicable toward employer-sponsored benefits or, subject to plan terms, taxable income for private-market coverage
401(k) with employer contributions and a matching schedule that increases with tenure
Flexible PTO covering vacation, sick, and personal time
Paid holidays
Reimbursement for approved certifications, licenses, and credentials