What are the responsibilities and job description for the Operations Assistant position at Colonial River Wealth Management?
Operations Associate Job Description / Posting
Colonial River Wealth Management, LLC. , a growing wealth management firm, is seeking an Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Colonial River Wealth Management is to navigate our clients through consultative wealth management and retirement planning. The First Impressions Receptionist plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a Operations Assistant and share our vision, then we would love to hear from you!
Description The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Responsibilities & Activities
- Processes new accounts.
- Processes account transfers.
- Processes new contributions and redemptions.
- Processes beneficiary changes.
- Creates client meeting update books and reviews.
- Sends update meeting letters.
- Coordinates state, SEC, and FINRA licensing.
- Handles miscellaneous operational activities.
- Develops and maintains written systems of all activities.
- Performs other duties as assigned.
Knowledge, Skills, & Abilities
- Requires:
- Excellent attitude and an extraordinary client service orientation
- A strong focus on getting the details right
- Excellent organizational and time management skills
- An ability to handle multiple tasks within tight time frames
- Proficiency with Microsoft Office Suite
- Strong analytical and research skills
- Strong verbal, written, presentation, and interpersonal communication skills
- BA/B S degree in finance-related field from an accredited institution
- Helpful:
- Interest in and knowledge of financial markets and investment securities
- Previous securities industry experience
- FINRA Series 6, 7, 63,
- Life and Health License
- Attendance is an essential function.
- Salary is commensurate with experience.
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website www.colonialriver.com .
Given the high demand for this position, we’re only able to contact the most qualified candidates.
Job Type: Full-time
Ability to Relocate:
- Newport News, VA 23606: Relocate before starting work (Required)
Work Location: In person