Administrative Operations Specialist

About the role

We are seeking a talented Central Operations Associate to join our regional operations team. This role supports our Client Service teams across the country and is vital to the success of the organization.

Responsibilities

• Prepare and process all documentation related to client onboarding, implementation, and account confirmation
• Act as a primary point of contact for Client Service teams around all operational and tactical service matters
• Follow processes and workflows in CRM for all client service-related issues and partner with Operations Manager to drive and enhance processes
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Execute account maintenance tasks such as, account terminations and other special requests as directed
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
• Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account and data discrepancies
• Maintain daily custodial alerts including service changes, new account opening, money movement, trading, etc.
• Partner with CS Operations Manager and internal teams to document, review, and update firm policies and procedures
• Participate in team meetings and collaborate with operations leadership team on ad hoc projects and/or initiatives designed to streamline firm policies and procedures around client and team support
• Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion

Requirements

• Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred
• High school diploma, completed GED, or equivalent required
• Excellent interpersonal and verbal/written skills
• Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment
• Excellent organization, prioritization, and time management skills
• Must be detail oriented with a high degree of accuracy
• Takes pride in providing exceptional support and consistency to clients and the team
• Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required
• Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred

Qualifications

• Must be able to learn other position-related systems on the job

Skills

• Strong organizational and time management skills
• Ability to prioritize and manage multiple tasks simultaneously
• Attention to detail and accuracy
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office products (Word, Excel, Windows)
• Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform

Benefits

• Competitive hourly rate
• Full medical, dental, and vision coverage
• 100% match on 401(k) contributions up to 3%
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
• 100% reimbursement for required training, certifications, licensing, and dues
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
• Visa Sponsorship: Not available

Pay

Competitive hourly rate

Schedule

In-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm Scottsdale time. We are a work from home culture with lots of flexibility.