Job Overview

The Wealth Management Operations Associate will assist the firm's advisors in new business paperwork and proposals and work with other members of the home office team to ensure that client requests are met on a timely basis. The Operations Associate must have strong organizational and analytical skills and a keen sense of detail, and be a team player and a self-starter.

Responsibilities

· Responsible for opening new accounts and for maintenance of existing accounts.

· Provide account administration services to advisors and communicate with them on a regular basis.

· Provide valuable operations advice and support to other team members.

· Meet and exceed advisor account needs and service expectations.

· Keeping advisory and client service team informed regarding client activity.

· Communicate with Clients as necessary.

Experience and Qualifications

· BA, preferred

· 2-3 relevant years industry experience