Operations Associate – Wealth Management | Remote

Reference Number: HRJ7226
Location: Remote

Judson Group has partnered with a growing, well-respected RIA with offices nationwide in the search for an Operations Associate – Wealth Management. The Operations Associate is responsible for working alongside the Senior Operations Manager in supporting the operational and portfolio management needs of the firm. They will be supporting business strategy and seek to further efficient operations of the firm.

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
  • Serve as liaison between the client and the custodian (primarily Schwab)
  • Aid in the creation, maintenance, and monitoring of operational workflows
  • Prepare performance reports for use in client meetings
  • 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

Requirements:

  • Bachelor’s Degree preferred
  • 2+ years previous financial services/wealth management experience
  • 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: Remote

Reference Number: HRJ7226

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