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Operations Associate, Wealth Services
2 months ago
Are you looking to be part of a company with exciting opportunities to learn, grow, and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
If that is what you are looking for, this is your chance to be part of an amazing organization Alera Group is seeking a highly motivated Operations Associate to join their Wealth Services team.
Alera Group was created by the merging of high-performing, entrepreneurial firms across the country. Alera Group owns several registered investment advisers. Alera Group’s business model is motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of our founding firms.
As an Operations Associate, you will be an integral part of a rapidly growing Retirement Plan business with a focus on Financial Wellness and exceptional service.
- Receive, review, and process new and existing investment business; provide account-level support to advisors and sales support as needed.
- Facilitate follow-up and interaction between advisors, Broker Dealer / Custodians, and outside vendors.
- Participate in the onboarding and transition of new advisors and accounts to the Wealth Services platform.
- Maintain department software systems including but not limited to CRM and Central Filing
- Seek opportunities and solicit feedback to identify inefficiencies and process improvement opportunities.
- Foster a culture of continuous improvement, focusing on service, consistency, ownership, accountability, and follow-up as well as compliance with firm policies and procedures.
- Perform other duties as assigned.
- Undergraduate college degree required.
- Series 7 and 66 required.
- 3 or more years of experience in financial services, preferably in investment-related roles, with a focus on RIA and Broker-Dealer business
- Experience with Fidelity and Schwab custodial platforms is strongly preferred.
Qualifications
- Intermediate knowledge of investments
- Ability to effectively communicate in verbal and written formats.
- Excellent customer service skills, ability to interact with advisors.
- Ability to establish priorities, work independently, and proceed with objectives with little supervision.
- Ability to handle and resolve client-related issues.
- Proficient computer and Microsoft Office skills (Word, Excel, PowerPoint)
- Demonstrate a commitment to building new skills.
- Strong attention to detail and ability to manage deadlines.
- Highest integrity regarding confidentiality of client data
- Team player who will thrive in a collaborative environment.
We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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