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Operations Specialist
2 months ago
The primary role of this position is to provide new business and ongoing service support for specific Financial Advisors (FAs) and teams in order to enhance and grow their business. Roles and responsibilities may vary dependent on the FA or team structure.
Major Responsibilities
Client Relationship Management - handle requests, resolve issues, research, and assist with all client requests
Onboard new clients and establish accounts • Prepare and process documents, new applications, checks, distribution, and maintenance forms
Assist FAs/Team in ongoing development and maintenance of effective client relationships
Prepare all client review meeting materials for advisors; handle all meeting follow-up action items
Be knowledgeable of products and technology
Mutual fund, equity, ETF, and municipal bond trading in client accounts
Financial plan data entry and analysis
Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
Work closely with other operations specialists, and provide backup support where needed
Specific requests as determined by team leader that may not be listed above
Required Qualifications:
Relevant industry experience or education
Ability to pass a criminal history and credit background check
Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint, OneDrive)
Learning agility with investment platforms such as eMoney and Envestnet
Desired Skills:
Excellent organizational, preparation, and time management skills
Outstanding attitude and positive energy
Strong confident voice/communication (verbal, phone, email, mail) and customer service skills
A strong attention to detail
Ability to successfully manage multiple projects and priorities
Series 7/66 & Virginia Life/Health Annuity license
Company Description
Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients
Apply Today by sending your resume to: crystal.huddleston@vamllc.com
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