Advisory Operations Associate

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