Operations Associate

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

IEQ Capital is looking for a motivated professional to join our Foster City-based team as an Operations Associate. This role will work closely with the rest of the team to manage the entire operational infrastructure of our business. This role will help build the foundation you need to successfully grow within the company.

Duties and responsibilities include, but are not limited to:

• Generate New Account Paperwork
• Process signed paperwork
• Pre-fill Private Placement Document (Alternative investments) • Process signed Private Placement Document (Alternative investments)
• Customer-Relationship Management (CRM) Data Management
• Quality Control (QC) Data across IEQ Platform
• Maintain files for compliance – including Know Your Customer (KYC) creation and maintenance
• Work with custodians to ensure timely account opening
• Maintain/reconcile differences between
  • Custodian
  • Third Party Vendors
  • CRM
  • Alternative Investment Transactions
• Provide continuous status updates and communication across teams

• 0-2 years of relevant work experience
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Strong verbal and communication skills
• Good emotional intelligence and relationship buildings skills, both inside and outside of the organization
• Ability to work in a fast paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus
• Experience with Addepar is a plus
• “No task is too small” mentality
• Bachelor’s degree is required