Operations Associate | Washington, D.C.

Reference Number: DW6798
Location: Washington, D.C.

Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Associate. The Operations Associate is responsible for supporting the operational and portfolio management needs of the firm. This position does have career progression opportunity.

The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems.

Responsibilities:

  • Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
  • Aid in the creation, maintenance, and monitoring of operational workflows
  • Responsible for developing a strong knowledge of the firm’s software packages and technologies
  • Play a vital role in the firm’s reporting needs
  • Ability to improve operational efficiencies and best practices
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

Requirements:

  • Bachelor’s Degree preferred
  • Previous financial services/wealth management experience preferred but not needed
  • Experience using BlackDiamond, Schwab custodial platform a plus
  • Strong organizational skills and attention to detail
  • Strong communication, interpersonal, and problem-solving skills
  • Strong proficiency in all Microsoft Office programs, especially Excel
  • Previous experience with Tamarac preferred

Compensation: Competitive base salary, bonus, and benefits

Location: Washington, D.C.

Reference Number: DW6798

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