Operations Associate - Symonds Wealth Management

Responsibilities

• Follow necessary steps for investment account creation
• Continuous follow up on outstanding requirements during account creation and account funding
• Communicate over the phone and email to gather requirements for account creation
• Add, update, and complete workflows within our CRM system
• Add and edit account features such as cashiering requests for a client
• Work alongside experienced team members and ask for help when needed
• Create a welcoming experience for all guests and team members
• Create electronic files for clients and accounts
• Print, scan, fax, mail, and file

Qualifications

• Experience: 1-3 years preferred but not required
• Education: College degree preferred but not required