Operations Associate

3 weeks ago

Dallas, United States Parallel Advisors Full time
Job DescriptionJob Description

Job Summary:

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

This position is based in our Dallas, TX office. Parallel is currently operating in a three-day, in-office hybrid working structure.

Primary Duties and Responsibilities:

  • Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.

  • Manage operational needs of our clients during the onboarding process, such as account opening and account transfers.

  • Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.

  • Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Required Skills/Abilities:

  • Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.

  • Strong organizational, analytical, communication, and interpersonal skills.

  • Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.

  • Excellent written and verbal communication skills.

  • Broker/Dealer platform experience a plus.

  • CRM Experience, specifically Salesforce, a plus.

Education and Experience:

  • Bachelor's degree or equivalent work experience.

  • Three (3) to five (5) years of experience in financial services.

  • Experience working at an RIA preferred.

Salary and Benefits:

  • Salary based upon experience

  • Opportunity for discretionary, semi-annual incentive awards

  • Benefits including health care, dental, vision, and 401k plans

  • Opportunity for support of professional accreditation and continuing education requirements and other professional development

Company: Parallel Advisors, LLC

  • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco CA and have offices in Hawaii, Ohio, Oklahoma, Colorado, Arizona and Texas.

  • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals.

  • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.

  • We offer our clients an open array of investment solutions, fee-only, and independent of any proprietary platforms.

  • At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.

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