Advisory Operations Associate

Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Jun 07, 2024
This job expires in: 25 days

Job Summary

A company is looking for an Associate, Advisory Operations.

Key Responsibilities:
  • Manage client relationships in a multi-location practice
  • Process trades, transactions, and client paperwork
  • Assist with client projects, compliance, and marketing efforts

Required Qualifications:
  • Four-year degree in a financial planning related field or equivalent work experience
  • 3+ years of experience in Wealth Management, Tax, or Financial Services
  • Strong administrative skills, including advanced Microsoft Excel knowledge
  • Central Time Zone based
  • Acceptable compliance record in prior positions

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