Operations Central Specialist

3 days ago


Asheville, North Carolina, United States FORVIS Full time
Job Title: Operations Central Specialist

We are seeking a highly detail-oriented and organized Operations Central Specialist to join our Wealth Advisory team. As a key member of our team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our business.

Key Responsibilities:
  • Support the Wealth Advisor team in providing an integrated suite of services to affluent families
  • Develop and maintain in-depth expertise in multiple industry software systems, including our Client Relationship Management (CRM) and Investment Portfolio software
  • Prepare internal and custodial paperwork for clients
  • Maintain up-to-date client records in systems
  • Work with the team to ensure timely delivery of items to clients
  • Coordinate and work on multiple, concurrent client projects and complete assignments with minimal supervision
  • Organize information for quarterly tax payments
  • Ensure that tasks are on track and expectations are completed on time
Requirements:
  • Highly detail-oriented, fast-paced, and exceptional time management skills
  • Outstanding verbal and written communication skills; must have an excellent phone presence
  • Attention to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently
  • Must be highly organized, proactive, energetic, and enthusiastic with a heart for service
  • Technically and analytically focused
  • Ability to work within defined policies and procedures
  • Collaborative learning style with the ability to work independently on projects
  • Passion for serving clients
Qualifications:
  • Bachelor's degree in finance or general Business
  • 2 years minimum experience in a related field (financial services, wealth management, or financial planning)

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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