Operations Associate

About Cornerstone Financial Management LLCCornerstone Financial Management LLC is a growing and dynamic wealth management firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We pride ourselves on a collaborative, family-like company culture where every team member plays a critical role.Key ResponsibilitiesDAILY OPERATIONS & CUSTODIAL MAINTENANCE Administrative Mailbox & Communications: Actively manage the administrative email inbox, review incoming correspondence, and maintain log entries in the CRM. Custodial Workflow Management: Track and execute critical custodian operations (Fidelity, Altruist, and Schwab), including: Opening new accounts and setting up maintenance requests. Managing account transfers (ACATs). Resolving Not-In-Good-Order (NIGO) documentation issues. Money Movement: Oversee daily money movement requests across client accounts. Client Document Management: Manage shared client files across systems. Onboarding Execution: Complete internal and administrative onboarding tasks assigned within the CRM.PERIODIC TRACKING & REPORTING Weekly Tasks: Update Onboarding Trackers and New Accounts/Transfers Trackers. Review held-away accounts (Pontera) to confirm live data feeds and connectivity. Monthly Reporting: Generate reports for cash, systematic withdrawal, Required Minimum Distribution (RMD), and trade blotter. Quarterly Billing & Reconciliations: Assist with quarterly billing processes, reconcile sample billing reviews, and upload billing statements to the client Black Diamond Vault.FIRM ENHANCEMENT & GENERAL SUPPORT Administrative Support: Provide assistance with internal projects, process and workflow enhancements, and integration of technology. Financial & Compliance Oversight: Provide assistance with operational financial and compliance procedures to comply with firm policies and regulatory requirements. Office & General Tasks: Provide assistance with routine administrative duties as needed in a small team setting (e.g., document scanning, post office runs, and general office upkeep).Technology & ToolsCUSTODIAL PLATFORMS: Fidelity, Altruist, SchwabPORTFOLIO MANAGEMENT: Black Diamond, PonteraPRODUCTIVITY SUITES:Google Workspace (Gmail, Drive, Docs, Sheets, Forms)CRM & REPORTING SOFTWARE: Wealthbox, Slant, Black DiamondQualifications Experience: 2+ years of experience in an administrative or operational role is preferred, ideally within financial services, wealth management, or RIA environment. Education: Bachelors degree preferred. Skills: Excellent written and verbal communication, interpersonal skills, and meticulous attention to detail. Organizational Ability: Exceptional time management skills with a strong ability to prioritize tasks, meet strict deadlines, and handle multiple concurrent workflows. Adaptability: Comfortable working independently, collaborating with team members, and communicating technical/software issues directly with vendors.Who You Are & Culture FitYOU SHOULD APPLY IF YOU: Are driven to complete tasks, stay organized, and achieve results. Enjoy learning, growing professionally, and developing your skillset. Genuinely love working with people and helping clients achieve their goals. Maintain high professional standards while enjoying a friendly, collaborative team environment. Want to build a long-term career in wealth management within a small firm that feels like a familyTHIS POSITION IS NOT FOR YOU IF YOU: Struggle to stay organized, manage your time, or remain on track independently. Are not excited by financial topics, wealth management, or administrative systems. Are uncomfortable with change, evolving software tools, or changing operational processes. Prefer to avoid hands-on tasks that may feel repetitive or routinewe operate as a tight-knit team where everyone helps with all operational aspects.
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