OPERATIONS ASSOCIATE ROLE

This is a full-time role reporting to our Director, Advisor Operations. For this role, you’ll ideally live in or near Maumee (Toledo), OH or Birmingham, AL. Typical hours for this role are 8am-5pm, Monday-Friday; on occasion there is a need to work additional hours on evenings and weekends throughout the year.

The mission of the Operations Associate is to serve our advisors with excellence and manage administrative functions. The Operations Associate will be a key asset to serving our advisors and enabling our firm to continue its growth path.

OneAscent is currently seeking an Operations Associate who will bear primary responsibility for processing requests for the Advisors that we serve. They will produce a high level of accuracy even when completing tasks that some may consider repetitive. Responsibilities assigned can vary from week to week based on the needs of business. The most important responsibility of the Operations Associate is to ensure that tasks and projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity to support the initiatives of the business. This position requires a careful attention to detail paired with a strong desire to deliver high quality customer service.

Duties And Responsibilities

• Establish accounts for clients, including account transfers
• Process transactions (e.g. trading, wires, journals)
• Compile and maintain back office records and activities
• Assist with certain audit functions related to billing and compliance
• Work closely with advisors in maintaining client accounts
• Work to streamline procedures to maximize compliance and minimize unnecessary procedures

Qualifications

• Excellent communication and customer service skills
• Experience in investment management and/or financial advisory services is required
• Education: Bachelor's degree in business, accounting, finance, economics
• Proficiency in Word, Excel, and Outlook
• Detail-oriented, meticulous, accurate, organized, able to set priorities
• Self-starter, takes initiative
• Team player, with ability to take specific direction
• Desire/ability to work successfully in a small company environment
• Experience with any of the following software or custodial platforms is a plus: Salesforce, Redtail, Wealth Box, Schwab Institutional, TD Ameritrade, Fidelity, Black Diamond, and Orion

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Maumee, OH 43537: Reliably commute or planning to relocate before starting work (Required)
• Birmingham, AL: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Work setting:

• In-person

Ability to Relocate:

• Maumee, OH 43537: Relocate before starting work (Required)

Work Location: In person