Operations Associate |

About the role

The Operations Associate will primarily assist the Operations Coordinator with driving innovation in client experience, ensuring new and existing clients receive excellent service, and working with all team members to increase organizational efficiencies.

Responsibilities

• Assist in all operational aspects of client on-boarding and client maintenance, including collecting and organizing incoming client information and documents, assisting with account openings, account transfers, etc.
• Aid in the creation of new investment vehicles, ensuring all legal documents are received and all bank accounts are opened.
• Maintain up-to-date records and client files in the CRM system, and assist in monitoring data accuracy across platforms to support ongoing relationship management.
• Partner with the Operations Coordinator to ensure all documentation and operational requirements are fulfilled for the launch of new investment vehicles, including legal, compliance, and banking components.
• Assist in tracking and processing capital calls, distributions, and investor correspondence related to investment vehicles, including quarterly statements, audits, and tax reporting.
• Cook with third-party fund administrators to reconcile fund data and upload accurate, timely information into internal reporting systems used for client reporting.
• Support the Operations Coordinator in ongoing CRM and IT initiatives, helping to implement updates, troubleshoot issues, and optimize workflows for efficiency.
• Aid in gathering data and preparing documentation for regulatory filings, such as ADV updates and Blue Sky compliance, ensuring deadlines are met.
• Collaborate with the accounting and investment teams to identify inefficiencies in existing processes and contribute to automation and process improvement efforts through ad hoc projects.

Requirements

• Bachelor’s degree with a strong academic record.
• Experience in client services, family office or comparable financial services preferred.
• Ability to multi-task and function in a fast-paced environment.
• Strong analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal financial management business.
• Proficient in Microsoft Excel, PowerPoint, and Adobe Acrobat.
• Experience with Salesforce is preferred.

Qualifications

• None specified.

Skills

• Microsoft Excel
• PowerPoint
• Adobe Acrobat
• Microsoft Word
• Microsoft Outlook
• Microsoft Access
• Microsoft Project
• Google Drive
• Google Sheets
• Google Docs
• Google Calendar
• Google Forms
• Google Workspace
• Google Analytics
• Google Tag Manager
• Google AdWords
• Google Ads
• Google My Business
• Google Search Console
• Google Analytics 4
• Google Tag Assistant
• Google Optimize
• Google Data Studio
• Google Sheets Add-ons
• Google Apps Script
• Google Cloud Platform
• Google Firebase
• Google Firebase Dynamic Links
• Google Firebase Analytics
• Google Firebase Performance Monitoring
• Google Firebase Remote Config
• Google Firebase Dynamic Links
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