Operations Associate

Our Client is a highly successful wealth management firm. They provide comprehensive financial planning and wealth management, requiring a high level of intellectual capital and an unwavering commitment to the clients who have trusted them.

Position Overview

As an Operations Associate, you will be at the core of business operations, managing a broad range of tasks that are critical to success. This role involves taking ownership of key functions, ensuring smooth operations, and building and maintaining essential client relationships.

Key Responsibilities

• Manage and execute trade settlements, portfolio reconciliations, and cash management. Ensure accuracy and timeliness in all transactions.
• Assist in onboarding new accounts, including the collection of required documentation.
• Prepare detailed financial reports and materials for client review meetings.
• Serve as a key point of contact for clients and partners. Address inquiries, resolve service requests or issues related to insurance and investment products.
• Assist with other projects and administrative duties as needed.

Qualifications

• Financial operations experience
• Excellent communication skills
• Growth mindset with eagerness to learn
• Strong attention to detail
• Ability to multitask and prioritize tasks with a heavy workload

Compensation: $60,000 - $80,000 annual base salary + benefits