The Operations Specialist is responsible for:

• Quarterly billing and submitting trades
• Money transactions (withdrawals and deposits)
• Monitoring data imports into our Portfolio Management System (PMS), annual rebalancing, and maintaining performance reports
• Fulfilling team requests and managing service-related issues with providers
• Participating in ongoing business development projects and meetings as needed
• Participating in all team meetings and attending training events
• Ability to adhere to rules and regulations as required by advisors and SEC
• Collaborating with advisors regarding client documentation
• Understanding of our investment approach

Qualifications and Skills:

• Minimum of 5 years of experience in a professional setting. Accounting or banking experience preferred
• High school diploma or GED is required, college degree in related field is preferred
• Microsoft Office proficiency
• Adobe Suite proficiency preferred
• Ability to maintain continuous attention to detail
• Collaborate readily to effectively service the company, colleagues, and clients
• Ability to learn in-house programs and tools
• Reliable follow through on commitments
• Seeking stability and security, looking for long term employment

The ideal Candidate will have:

• Strong administrative background in a professional setting
• Career-oriented with a commitment and desire for long-term growth within the position
• Passionate about supporting clients and team members
• Excellent written and verbal communication skills
• Exceptional time management skills