Operations Coordinator

4 days ago


Norfolk, Virginia, United States Beacon Hill Full time
About the Job

We are seeking a highly skilled Operations Associate to join our team at Beacon Hill. As an Operations Associate, you will play a critical role in leading our on-site Operations team in Norfolk, VA.

Key Responsibilities:

  • Client Account Management: Responsible for client account onboarding and set-up, as well as account closure and offboarding.
  • Account Reconciliation: Handle manual account reconciliation and entering of transactions across systems.
  • Reporting: Prepare monthly and quarterly reports.
  • Custodian Management: Work closely with the custodians to address any discrepancies and save appropriate documentation and statements.
  • Process Improvement: Utilize policies and procedures, consistently reviewing for process improvements.
  • Client Support: Monitor new client investments and resolve time-sensitive escalations.
  • Team Leadership: Oversee a small team of Operations Analysts, providing training and mentorship.

Requirements:

  • A bachelor's degree and 4+ years of wealth management operations experience required.
  • Tech savvy with experience using Orion (or a similar platform).
  • Team player with a collaborative spirit and strong work ethic.
  • Ability to manage multiple priorities in a fast-paced environment.

What We Offer:

  • Salary range of $80K-$85K (dependent on experience), with annual discretionary bonus.
  • Comprehensive benefits package including generous PTO and 401(K) matching programs.
  • Hybrid schedule of 3x/week in the Norfolk, VA office.
  • Great opportunity for professional growth in a growing company.


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