Operations Coordinator
Destination Wealth Management · Walnut Creek, CA · 2 mo ago
On-siteManagementFull-time
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