Operations Coordinator

Job Responsibilities

• Provide supports to Wealth Advisors
• Onboard new clients
• Aid in opening and closing client accounts
• Prepare custodian and DWM documents for signature
• Process Required Minimum Distributions and Qualified Charitable Distribution
• Process ACAT transfers
• Verify and process money movements
• Complete tasks assigned to you
• Maintain accurate client records
• Scan and file client documents
• Respond to clients’ requests via phone calls or emails
• Prepare performance and Ad-Hoc Reports
• Schedule portfolio review meetings

Requirements

• 2-5 years of financial services, tax, and/or operations experience preferred
• Bachelor of Science in Business or Financial or equivalent work experience
• Knowledge of retirement and trust accounts
• Knowledge of the ACAT system
• Knowledge of Alternative Investments
• Strong attention to detail and accuracy
• Professional and effective communication skills
• Professional and pleasant phone demeanor
• Proficient in MS Outlook, Word, Excel, and PowerPoint
• Experiences in Salesforce, Docusign, ZOOM, Calendly, and Orion
• Ability to work in a fast past, highly demanding work environment
• Ability to prioritize multi-task, and consistently deliver business solutions