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Operations Manager

2 months ago

Boca Raton, United States Ascendo Resources Full time

Multi-Family office is seeking an operations manager who will be responsible for overall operational support for their team.


This position manages all financial operations, client servicing, administrative functions and compliance for the office.


Your role:

  • Oversee daily operations, coordinating with team members to streamline processes and improve workflows
  • Manage client servicing requests, including cash transfers, bill payments, monitor cash flow, funding, and financial planning activities
  • Preparing custodial paperwork, meeting deliverables, addressing custodial alerts, and following up to confirm tasks completion
  • Assist in preparing allocation worksheets and implementing investment strategies


Qualifications

  • 5+ years of experience in securities operations management preferably within a family office or wealth management environment
  • Proficiency in Microsoft Office applications, especially Excel and Word, experience with Charles Schwab’s custodian platform, eMoney, and Black Diamond preferred
  • Ability to manage multiple tasks and projects simultaneously
  • Excellent time management, organizational, and communication skills
  • Strong commitment to service excellence