Wealth Operations Associate

• Health, dental and vision insurance; group life and LTD insurance
• 401(k) retirement plan
• Paid time off and paid holidays
• Professional development support, including assistance with licensing, designations and continuing education

• 1+ years of administrative, operations, or comparable professional experience
• Experience in financial services, banking, insurance, mortgage, title, escrow, or another operations-focused environment
• Ability to manage multiple priorities while meeting deadlines
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Professional demeanor with clients, vendors, and teammates
• Proficiency with Microsoft Office and the ability to learn new technology quickly
• Experience with Salesforce or another CRM platform
• Experience following documented workflows or Standard Operating Procedures (SOPs)

• Processes new account openings, account transfers, money movement requests and account maintenance transactions.
• Supports investment and insurance operations by preparing, submitting, tracking and completing operational requests.
• Maintains accurate and up-to-date client records, documentation and workflow data within Salesforce and other firm technology platforms.
• Monitors operational workflows, task pipelines, referrals and outstanding requests to ensure timely follow-up, issue resolution and successful completion.
• Organizes and maintains digital client files and documentation in accordance with firm policies, regulatory requirements and record retention standards.
• Assists with fee billing, client reporting, and other recurring operational processes.
• Executes established Standard Operating Procedures (SOPs) consistently while identifying opportunities to improve.
• Coordinates with custodians, insurance carriers, advisors, clients to resolve operational issues, facilitate transactions and provide status updates.
• Provides administrative and operational support across the organization, adapting to evolving business needs and contributing to special projects and process initiatives as assigned.
• Performs other duties, tasks and special projects as assigned.

Equal Employment Opportunity Employer M/F/D/V