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Operations Specialist
1 month ago
At Corient, we're on a mission to empower individuals and families to achieve their financial goals. As an Operations Specialist, you'll play a vital role in ensuring the smooth operation of our wealth management platform. If you're passionate about delivering exceptional results and driving growth, we want to hear from you
Key Responsibilities:- Manage and maintain security, account, client, and system settings within Tamarac.
- Perform firm-wide audits to maintain data integrity and identify areas for improvement.
- Generate quarterly statements for clients and respond to data requests from corporate.
- Serve as a Salesforce (CRM) subject matter expert and local administrator.
- Execute trades to rebalance accounts, manage cash/liquidity needs, and harvest losses in taxable accounts.
- Monitor and review client investment portfolios to identify areas for trading action.
- Assist in reporting on alternative investments and aggregate tax documents.
- Provide technical support for bulk deliverables and serve as a key technology resource.
- BA/BS degree or equivalent combination of education and work experience.
- Strong understanding of investment and CRM data.
- Proficiency in Microsoft Office suite (Excel, Word, Outlook) and experience with Portfolio Management Systems (Tamarac and/or Addepar).
- Ability to work with others, take direction from multiple sources, and communicate effectively.
- Strong analytical thinking, problem-solving, and decision-making skills.
- High standards of professionalism, confidentiality, and attention to detail.
- Competitive salary range: $66,560-90,000 USD per year.
- Flexible and hybrid work program.
- 401(k) plan with employer matching.
- Generous medical, dental, and vision insurance.
- Short-term and long-term disability insurance.
- Paid maternity and parental leave.
- Flexible spending accounts and health savings accounts.
- Dependent care FSA and commuter/transit FSA.
- Corporate discount program - Perkspot.
- Training reimbursement and paid professional designations.
- Giving back to the community - volunteer days.
Corient is an equal opportunity employer. We value diversity and inclusion and are committed to creating a safe and respectful environment for all employees. If you're passionate about delivering exceptional results and driving growth, we want to hear from you