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Administrative Operations Specialist
Posted on 11/12/2022
Scottsdale, AZ, USA
Experience Level
Desired Skills
  • Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank
  • Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred. High school diploma, completed GED, or equivalent required
  • Excellent interpersonal and verbal/written skills
  • Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment
  • Excellent organization, prioritization, and time management skills
  • Must be detail oriented with a high degree of accuracy
  • Takes pride in providing exceptional support and consistency to clients and the team
  • Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required
  • Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred
  • Expected to learn other position-related systems on the job
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
  • Prepare and process all documentation related to client onboarding, implementation, and account confirmation
  • Act as a primary point of contact for Client Service teams around all operational and tactical service matters
  • Follow processes and workflows in CRM for all client service-related issues and partner with Operations Manager to drive and enhance processes
  • Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
  • Execute account maintenance tasks such as, account terminations and other special requests as directed
  • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
  • Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account and data discrepancies
  • Monitors daily custodial alerts including service changes, new account opening, money movement, trading, etc
  • Partner with CS Operations Manager and internal teams to document, review, and update firm policies and procedures
  • Participate in team meetings and collaborate with operations leadership team on ad hoc projects and/or initiatives designed to streamline firm policies and procedures around client and team support
  • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
Brighton Jones

51-200 employees

Investment advisory & financial planning firm