Operations Specialist

Operations Specialist

Angott Search Group is pleased to partner with a financial planning firm in Oklahoma in their search for an Operations Specialist. This position is crucial for maintaining and developing systems that enhance workflow and client relations, with a strong focus on efficiency, productivity, and an exceptional client experience. The Operations Specialist handles non-advisory questions and concerns from clients, manages paperwork, and supports the advisory team with essential back-office tasks.

This role requires a basic understanding of financial planning and investment management processes. The ideal candidate will have mature customer relationship skills and excellent communication abilities to interact with clients and support senior team members.

What You'll Do

• Serve as the primary point of contact for clients' non-advisory questions and paperwork. This includes processing forms for opening and maintaining accounts, managing asset transfers, and handling money movements.
• Handle a variety of administrative duties, such as meeting preparation, data entry into the CRM, and general office tasks.
• Generate and deliver client reports, track client service issues, and monitor new business transactions, reporting on progress weekly.
• Interface with custodians to obtain account data, assist with transfers of funds, and enter/update cost basis information.