Operations Associate

2 weeks ago


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

We are seeking an experienced Operations/Client Services Associate to lead our on-site Operations team in Norfolk, VA. As a key member of our team, you will be responsible for client account onboarding and set-up, as well as account closure and offboarding.

Key Responsibilities:
  • Manual account reconciliation and entering of transactions across systems
  • Prepare monthly and quarterly reports
  • Work closely with custodians to address any discrepancies and save appropriate documentation and statements
  • Utilize policies and procedures, consistently reviewing for process improvements
  • Monitor new client investments and resolve time-sensitive escalations
  • Oversee a small team of Operations Analysts, providing training and mentorship
About You

We are looking for a team player with a strong work ethic and ability to manage multiple priorities in a fast-paced environment. Required qualifications include a Bachelor's degree and 4+ years of wealth management operations experience, as well as experience using Orion (or a similar platform).

About the Position

This is a great opportunity for professional growth in a growing company. The salary range is $80K-$85K (dependent on experience), with annual discretionary bonus and comprehensive benefits package including generous PTO and 401(K) matching programs. The hybrid schedule includes 3x/week in the Norfolk, VA office.


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