Operations Specialist

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Thu, Feb 08, 2024
This job expires in: 9 days

Job Summary

An organization is seeking an Operations Specialist for their Advisor Network.

Key Responsibilities:
  • Review and assess new account and financial plan paperwork for compliance
  • Administer setup and maintenance of managed accounts
  • Provide support and guidance to Advisory Teams on operations processes and procedures

Required Qualifications:
  • Four-year degree or minimum of five years financial services experience
  • Passion for and experience with Registered Investment Advisor operations
  • Working knowledge of industry-leading portfolio management and customer relationship management solutions
  • Strong Microsoft tools skills, including Excel, Word, and PowerPoint
  • FINRA series 7 and 66 strongly preferred

COMPLETE JOB DESCRIPTION

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