Operations Central Specialist

3 weeks ago


Asheville, North Carolina, United States FORVIS Full time
About the Role

We are seeking a highly detail-oriented and organized Operations Central Specialist to join our Wealth Advisory team at Forvis Mazars. As a key member of our team, you will play a critical role in supporting our Wealth Advisors in providing exceptional service to our affluent clients.

Key Responsibilities
  • Support the Wealth Advisor team in delivering an integrated suite of services to high net worth individuals and families.
  • Develop and maintain in-depth expertise in multiple industry software systems, including CRM and Investment Portfolio management tools.
  • Prepare and maintain accurate and up-to-date client records and documentation.
  • Coordinate and prioritize multiple client projects and tasks, ensuring timely delivery and exceptional client satisfaction.
  • Collaborate with the team to ensure seamless execution of client projects and tasks.
  • Organize and maintain accurate records of client communications and interactions.
  • Ensure compliance with all relevant policies, procedures, and regulatory requirements.
Requirements
  • Bachelor's degree in Finance or Business Administration.
  • Minimum 2 years of experience in a related field, such as financial services, wealth management, or financial planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize multiple tasks and projects.
  • Ability to maintain confidentiality and handle sensitive client information.
  • Proficiency in Microsoft Office and other relevant software applications.
Preferred Qualifications
  • Prior experience working with high net worth individuals and families.
  • Knowledge of industry software systems and tools, including CRM and Investment Portfolio management.
About Forvis Mazars

Forvis Mazars is a leading global professional services network, with a legacy spanning over 100 years. We are committed to delivering exceptional client service and providing a unique perspective to our clients. Our team of dedicated professionals is passionate about serving our clients and delivering value through our expertise and knowledge.



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