Heritage Investors Management Corporation is a family-owned investment advisory firm registered with the Securities and Exchange Commission. Heritage manages portfolios for high-net-worth individuals, families, charitable organizations, retirement plans, trusts, estates, and endowment funds. As a family-owned company, we proudly serve other families by helping them build and prepare for their own family’s future. Since our founding almost fifty years ago, Heritage has grown from a local Washington, D.C. firm managing eight million dollars to one with over $3.6B in assets as of December 31, 2023, and with clients country-wide.

Heritage’s history and successes are rooted in a set of core values – integrity, expertise, and a commitment to serve the individual needs of each client. Guided by these principles, Heritage has built a team of experienced and credentialed investment professionals who are dedicated to providing excellent service to the firm’s clients. We are exceptionally proud of our company’s accomplishments and continued growth, the strong and enduring relationships the firm has established with its clients, and its standing in the community.

We are searching for an Investment Operations & Reporting Specialist to join our Operations team. The position is an internal support role focusing on client reporting and analytics by leveraging our Salesforce and Portfolio Management systems. The position requires an individual who is focused on excellent client service, with an interest in leveraging and implementing new technologies. Prior Salesforce and data management experience is a plus.

Responsibilities include:

• Maintain accurate client records leveraging Salesforce CRM system
• Responsible for all client reporting including monthly and quarterly statements, annual form CRS and ADV and ad hoc client requests
• Review and reconcile client transactions and holdings versus their custodians
• Develop and maintain internal operational metrics and management dashboards
• Respond to client requests and lead special projects
• Assist other departments and teams as necessary

Qualifications/Requirements of an Operations & Client Services Specialist:

• 1 – 3 years of experience in Wealth Management Operations, preferably with a Registered Investment Advisor
• Strong customer service skills with the ability to communicate effectively
• Salesforce or Project Management experience preferred but not required
• Ability to work and make decisions independently within a collaborative team environment
• Excellent written and oral communication skills
• Proficient in Microsoft Office (Word and Excel) and Adobe Acrobat
• Excellent time management skills with the ability to meet deadlines
• Attention to detail and accuracy in all work performed
• Strong organizational skills with the ability to prioritize tasks effectively

Benefits include:

• Medical Insurance, Dental, Life and Disability Insurance
• Eligibility for 401k/retirement plan and
• Profit Sharing after 1 year of employment (at first opening thereafter)
• Paid Vacation, Sick Days, and commuter benefits

If you are a motivated individual with a passion for operations, we would love to hear from you. Please submit your resume along with a cover letter highlighting your relevant experience.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Payment frequency:

• Paid biweekly

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Ability to Commute:

• Bethesda, MD 20814 (Required)

Ability to Relocate:

• Bethesda, MD 20814: Relocate before starting work (Required)

Work Location: Hybrid remote in Bethesda, MD 20814