What are the responsibilities and job description for the Operations Associate position at Jaffe Tilchin Wealth Management?
About Us:
Jaffe Tilchin Wealth Management is a client-focused wealth management firm dedicated to providing personalized financial planning and investment management services. We serve high-net-worth individuals and families with a commitment to integrity, excellence, and long-term partnership.
Position Summary:
We are seeking a detail-oriented and proactive Operations Associate to support our advisors and ensure an exceptional client experience. This role is key to the smooth day-to-day functioning of the firm’s back-office operations and front-line client service. You’ll act as a liaison between clients, custodians, and advisors, helping to facilitate account openings, transfers, reporting, and ongoing support.
Key Responsibilities:
Client Service Support
- Serve as a primary point of contact for client inquiries via phone and email
- Assist with onboarding new accounts, including paperwork preparation and account setup
- Coordinate money movements (deposits, withdrawals, transfers) in a timely and accurate manner
- Schedule meetings and manage advisor calendars
- Support client meeting prep (report generation, follow-up summaries, etc.)
Operations & Administrative Support
- Process account maintenance requests: beneficiary changes, address updates, etc.
- Reconcile and maintain accurate client data within CRM and portfolio systems
- Interface with custodians (Charles Schwab) to ensure seamless processing
- Help maintain firm compliance by adhering to regulatory and procedural standards
- Contribute to internal projects to streamline workflows and improve client experience
Qualifications:
- Bachelor’s degree preferred, ideally in Finance, Business, or related field
- At least 2 years of experience in financial services or client service role (wealth management a plus)
- Strong organizational and time management skills
- High attention to detail and commitment to accuracy
- Excellent verbal and written communication skills
- Ability to thrive in a team-oriented, fast-paced environment
- Series 65 or willingness to obtain