Operations Manager

4 weeks ago


Blue Ash, United States EDIS Group Full time

The ideal candidate will have an ability to create and maintain an efficient system of operation to support the business needs. You will need to have exceptional organizational skills, maintain professionalism, and thrive in a small, dynamic, team-oriented work setting. Responsibilities will include supporting our Wealth Advisors to ensure seamless client services and elevating the client experience.

Responsibilities

  • All aspects of money movement, including initial account onboarding, trading of securities, and processing distributions. Billing, data flow and reconciliation, and performance reporting.
  • Handle all client paperwork, including the organization and maintenance of client files electronically.
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved.
  • Process all client cashiering requests (Required Minimum Distributions, wires, checks, journals, check deposits, etc.).
  • Review daily activity and reconcile current client activity, fund transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy.
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings.
  • Manage client relationship management (CRM) records by maintaining client profiles and information.
  • Support day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.


Qualifications


  • 3+ years of experience in a similar role
  • Proficiency with Microsoft Office
  • Strong organizational and communication skills
  • Experience within financial services, or wealth management
  • Strong ability to multitask


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