Operations Associate | Central New Jersey

Reference Number: MHH7426
Location: Central New Jersey

Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Operations Associate to their team. This will be a unique opportunity to work in a collaborative environment to support portfolio administration and have direct contact with clients, ensuring an expectational client experience.

Responsibilities:

  • Use the portfolio management software to create accounts on the firm’s system
  • Maintain the client section of the firm’s website to ensure accurate data reporting
  • 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
  • Prepare performance reports for use in client meetings
  • Coordinate with clients, custodians, and internal staff regarding client service matters, such as processing new account applications and account transfers, cash deposits and withdrawals, as well as other account issues
  • Play a vital role in the firm’s reporting needs
  • Prepare, review, and distribute quarterly statements and billing invoices
  • Ability to improve operational efficiencies and best practices

Requirements:

  • Bachelor’s Degree required
  • 3+ years previous financial services/wealth management experience
  • Experience using Tamarac and Salesforce is 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 and benefits

Location: Central New Jersey

Reference Number: MHH7426

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