Operations Specialist | Columbia, Maryland

Reference Number: MHH7170
Location: Columbia, Maryland

Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is responsible for supporting various operational and administrative duties across the firm.

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

Responsibilities:

  • Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems.
  • Provide exceptional client service support.
  • Responsible for processing all fund transfers and new account setup.
  • 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 and data needs.
  • Assist with compliance tasks including audits and reporting.
  • Ability to improve operational efficiencies and best practices.

Requirements:

  • Bachelor’s Degree preferred.
  • 5+ years of operational experience within financial services.
  • Strong client service experience.
  • Strong organizational skills and attention to detail.
  • Strong communication, interpersonal, and problem-solving skills.
  • Strong proficiency in all Microsoft Office programs.

Compensation: Competitive base salary, bonus, and benefits

Location: Columbia, Maryland

Reference Number: MHH7170

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