Financial Operations Specialist
3 weeks ago
Job Overview
Atria Wealth Solutions, Inc. is a leading wealth management solution holding company that empowers financial institutions and independent financial professionals with sophisticated tools, services, and capabilities to deepen client relationships and maximize efficiencies in their practices.
We are seeking a skilled Financial Operations Specialist to join our team in Rockville, MD. As a key member of our operations team, you will be responsible for processing business requests, reviewing documents for completeness, and providing excellent customer service to our advisors.
About the Role
- Utilize Docupace workflow to process brokerage account service requests, including new account openings, account maintenance, and money market changes.
- Process direct business transactions, such as Mutual Funds, Variable Annuities, and Equity Indexed Annuities.
- Identify and correct not-in-good-order documents, confirming that all necessary documentation is on file.
- Communicate with financial professionals, their assistants, and clients via phone and email.
- Provide system support to financial professionals and their assistants, resolving technical issues and navigating NetX360 and NetX Investor access.
Requirements
- Demonstrate attention to detail, reading comprehension, and basic math skills.
- Strong interpersonal and organizational skills, with ability to work in a fast-paced environment with strict deadlines.
- Proficiency in Microsoft Office and database utilization.
- Excellent writing and oral communication skills, with positive demeanor and sound judgment.
- Ability to work within a collaborative team environment, requiring strong collaboration among members.
Estimated Salary: $65,000 - $75,000 per year
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