Details and application: https://www.indeed.com/job/operations-associate-7ac64420a651fbe8

YMW Advisors (Occidental Asset Management, LLC) was founded in 2001. We are a fee-only Registered Investment Advisor (RIA) and Financial Life Management firm. We help our Clients plan for their financial needs and provide investment management.

We are seeking a detail-oriented and organized Operations Associate to join our fast growing team. The Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals and families. The Operations Associate will be responsible for various duties including Advisor requests, client onboarding, training development, and providing excellent customer service. This position requires strong problem-solving skills and the ability to work in a fast-paced environment.

Duties:

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures

Qualifications

• Minimum 1 year of FINANCIAL operations experience preferred.
• Proficient with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
• Strong organizational skills, multitasking, accuracy, and meticulous adherence to details required.
• Strong written and verbal communications skills with client service mindset.
• Eager and self-motivated to learn about the investment management industry.
• Efficient in research, troubleshooting, task management, and follow up.
• Professional and courteous demeanor with team-player mind-set

If you are a motivated individual with a passion for operations, we would love to hear from you! Apply: https://www.indeed.com/job/operations-associate-7ac64420a651fbe8