Operations Coordinator

A top Wealth Management firm in the heart of Boston has a need for an Operations Coordinator due to growth of the firm. This person should possesses 2 years of experience in operations experience with thew ability to work with High Net Individual in an operational capacity to start. This role has tremendous growth appeal. This is a Hybrid role working 3 days from home per week.

Responsibilities

• Responsible for assisting with operational, administrative, and data-related assignments as needed.
• Monitor investment transactions for high-net-worth clients and update all reports needed internally.
• Review Investment Management Agreements and help the legal and investment team to enter all information into the database for future contract needs
• Help team to process trades, confirm settlements, and review monthly shareholder statements with accuracy.
• Communicate discrepancies with external parties (prime brokers, banks, administrators) and resolve complex issues with internal teams.
• Build trusting relationships with financial advisors, portfolio managers, and their staff by understanding their needs.
• Conduct independent research to gather and record data from external sources while onboarding the Client.
• Interact with various internal and external teams as required.
• Knowledge on Client onboarding process.
  
  

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• Experience in financial services industry preferred.
• Prior experience in investment operations, administrative or legal preferred
• Proficiency in Microsoft Office (Word, Excel); familiarity with compliance monitoring systems preferred.
  
  

SALARY- up to 72K Bonus

3 Days work from home

KBW789 *MONKBW*