Senior Operations Associate

Job Summary

Supporting the accurate and timely execution of advisory billing operations, the full-time Senior Operations Associate will manage fee rejections, process fee refunds, and complete reconciliations in a remote environment.

Key responsibilities

• Manage fee rejections from identification through resolution, including research, follow-up, and documentation of outcomes
• Process advisory fee refunds accurately and timely, coordinating with internal partners as needed
• Complete reconciliations, investigate discrepancies, and support the resolution of outstanding reconciling items

Required qualifications

• High school diploma or equivalent required; post-secondary education preferred
• Five years of financial services experience required, preferably in an RIA or broker-dealer environment
• Experience with portfolio accounting or management systems, preferably Orion, and CRM systems such as Salesforce
• Proficiency with Microsoft Office; advanced Excel skills required
• Securities and/or insurance licenses a plus