Central Operations Associate
About the role
The Central Operations Associate will support the day-to-day operations of the firm, including but not limited to processing client transactions, maintaining accurate records, and assisting with administrative tasks.
Qualifications
- High school diploma or equivalent
- Experience in a customer service or administrative role
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite
Benefits
- Paid time off
- Health insurance
- Retirement plan
About Concurrent Investment Advisors
Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 174 advisors in 85 offices with $18 billion in assets under management (AUM) and more than $17 billion assets under advisement.
Company Values
- We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values.
- Our team environment is fast-paced, highly collaborative, and innovative.
- We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.