Financial Operations Coordinator

3 weeks ago


Stevensville, Michigan, United States True Blue Financial, A Registered Investment Advisor Full time
Operations Specialist

True Blue Financial, a Registered Investment Advisor, is seeking a skilled Operations Specialist to join our team. As a key member of our Operations group, you will provide critical support to our Advisory teams, ensuring seamless client service and operational efficiency.

Key Responsibilities:
  • Provide transactional support to advisors, assisting in delivering exceptional client service.
  • Work closely with advisors to resolve client inquiries and issues.
  • Assist with account opening and maintenance, including beneficiary updates and ACH directions.
  • Facilitate client service paperwork and ensure all account documents are up-to-date.
  • Communicate with fund families to support outside client accounts.
  • Convey potential problems promptly to advisors and complete assigned projects.
  • Run internal client and client account reports.
Requirements:
  • Expertise in Microsoft Office tools.
  • Strong business software systems knowledge.
  • Compliance process understanding.
  • Project and time management skills.
  • Excellent client and internal communication skills.
What We Offer:

As an Operations Specialist at True Blue Financial, you will have the opportunity to develop your skills in a dynamic and supportive environment. We prioritize relationships, open communication, and client needs, and we are committed to delivering exceptional service.



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