*Please answer the screening questions to be considered for an interview.

Are you a highly motivated individual looking for a challenging and rewarding career opportunity with a rapidly growing investment advisory firm? Do you love working remotely? We are seeking an Operations Associate to help support our clients and build the firm's operations.

This is an exciting opportunity at a boutique Investment Advisory firm for an Operations Associate with a passion for client service and a desire to make a meaningful impact. As a key member of the team, the right candidate will work directly with the founder/CEO, a Marine Pilot Veteran, who built the firm on strong values supporting transparency, integrity, and teamwork.

The Position: Operations Associate

Compensation: $55K-$65K + Cash Bonuses

Location: Remote

Responsibilities:

• Supports client accounts and onboard new clients
• Coordinates with asset custodians and serve as a liaison between clients, advisors, and custodians
• Reports client cash management and manages internal programs and systems
• Provides resourcefulness across teams
• Being available 24/7 for client needs

Requirements:

• Having strong communication and interpersonal skills with the ability to work well in a team environment
• Having attention to detail, especially for ensuring checklists and all necessary steps are taken for clients' delight
• Financial services experience preferred, including proficiency in Advent APX - Salentica and eMoney
• Having proven experience handling multiple priorities in dynamic environments
• Having proficiency in Microsoft Office, specifically Excel
• Having a strong work ethic and the ability to operate with different personalities
• Having the ability to protect confidential client information
• Having the ability to prioritize time-sensitive projects without direct supervision

Qualifications:

• Having over two years of financial services experience
• A bachelor's degree or equivalent work experience is desired
• Experience in performing data entry and consistent data management is preferred
• Having outstanding written and verbal communication skills
• Having strong attention to detail and time management skills set
• Experience in prior remote work is needed

Our client understands the importance of attracting the best talent to their team, so as a benefit, they offer competitive salaries, comprehensive benefits packages, health and dental insurance, 401k, 30 days PTO, and career growth potential as well as remote work coverage with necessary technical support.

Our client is an investment advisory firm that takes a disciplined and research-driven approach to invest, with a focus on long-term value creation for their clients. Their investment philosophy focuses on a fundamental analysis of the businesses behind the securities they invest in. They are known for their innovative ideas, cutting-edge technology, and a culture that promotes growth and development.

As an Operations Associate, you will be an integral part of this approach, helping to deliver exceptional service to clients and contributing to the success of the firm. You will have the opportunity to help shape the company's growth and impact on society. The company is postured for continuous growth, it manages over $425M for private clients and institutions, and they are looking for great people to join their team. Veterans with prior leadership and management experience are strongly preferred as they can relate with the people they serve. If you are looking for a challenging and rewarding career that allows you to work with the best in the industry, then this is the perfect role for you.

Our client looks for an Operation Associate ready to accept the opportunity to work on exciting and meaningful projects, collaborate with experts from different fields, and make a real impact on the world. They are looking for a talented individual who is passionate about his work, driven to succeed, committed to making a difference, and customer-focused with a desire to pursue a career in the financial services industry.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Application Question(s):

• How many years do you have in the financial services industry and what is your goal there?
• What is your highest level of education?
• How many years of experience do you have with Advent APX - Salentica?
• How many years of experience do you have with eMoney?
• How many years of experience do you have working remotely?

Work Location: Remote

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