Financial Operations Specialist

3 weeks ago


Rockville, Maryland, United States Atria Wealth Solutions Full time

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



  • Rockville, Maryland, United States Rose Financial Solutions LLC Full time

    Job Title:Financial Operations SpecialistAbout the Role:We are seeking a detail-driven Financial Operations Specialist who can effectively manage financial transactions, maintain accurate records, and provide exceptional client service. The ideal candidate will possess strong analytical skills, be able to thrive under pressure, and contribute to...


  • Rockville, Maryland, United States Spieldenner Financial Group Full time

    At Spieldenner Financial Group, we're on a mission to protect our clients' most valuable assets. As a Financial Protection Specialist, you'll be working with individuals and families to understand their financial goals and provide personalized solutions to safeguard their income and retirement savings.We're looking for a skilled and dedicated individual who...


  • Rockville, Maryland, United States Bww Law Group LLC Full time

    Job OverviewBWW Law Group LLC, a leading real estate default law firm with offices in Rockville, MD and Richmond, VA, is seeking an experienced Financial Operations Specialist to join its team. This full-time position offers a dynamic work environment with opportunities for growth and development.About the RoleThe ideal candidate will possess excellent...


  • Rockville, Maryland, United States National School Public Relations Association Full time

    Job SummaryThe National School Public Relations Association seeks a highly skilled Director of Financial Operations to lead and direct the critical financial and operational functions of the association. This senior-level position plays a key role in ensuring the efficient and effective management of the association's financial resources, conference...


  • Rockville, Maryland, United States National School Public Relations Association Careers Full time

    Job SummaryWe are seeking a highly skilled Director of Financial Operations to lead our financial management team. This senior-level position requires a strong background in finance, accounting, and operations.


  • Rockville, Maryland, United States Sheraton Rockville Full time

    Auditor for Financial OperationsAt Crowne Plaza Phoenix Airport, we offer a competitive salary of $45,000 - $55,000 per year, depending on experience.About the Role:The Auditor for Financial Operations will be responsible for reconciling all hotel cashier transactions and reviewing management reports to ensure accuracy. This individual will also communicate...


  • Rockville, Maryland, United States US Fertility, LLC Full time

    Key ResponsibilitiesSupport the month-end close process by recording journal entries and reconciling balance sheet accounts.Prepare consolidated monthly financial reports and update reporting software with monthly actuals.Reconcile Accounts Receivable sub-ledger against the general ledger and investigate any variances.This is an ideal opportunity for a...


  • Rockville, Maryland, United States National School Public Relations Association Careers Full time

    Job SummaryWe are seeking an experienced Chief Financial and Operational Strategist to lead the critical financial and operational functions of our association.


  • Rockville, Maryland, United States Financial Industry Regulatory Authority , Inc. Full time

    We are seeking a highly skilled lawyer to join our team as a Principal Counsel, Enforcement.About the PositionThis role involves leading investigations and developing records, working closely with investigative staff to determine and execute an effective risk-based legal strategy.You will be responsible for researching and identifying legal requirements for...


  • Rockville, Maryland, United States GPAC Full time

    GPAC, a reputable search firm specializing in multiple industries across the United States since 1990, is seeking an experienced Accounts Payable/Receivable Accountant to join their growing team.This exciting opportunity for a skilled accounting professional with a background in commercial construction involves overseeing financial transactions, maintaining...


  • Rockville, Maryland, United States Spieldenner Financial Group Full time

    Job DescriptionAs a Senior Mortgage Protection Specialist, you will be responsible for:Setting appointments with potential clients (6-8 hours/week)Researching client information to customize insurance options (4-5 hours/week)Meeting with families to present and discuss insurance solutions (2 days/week)Administrative tasks, such as following up with insurance...


  • Rockville, Maryland, United States Rose Financial Solutions LLC Full time

    **Overview**Rose Financial Solutions LLC is a company that provides financial clarity to its clients through Easby, a system of engagement built on enterprise-grade, hyper-automation technology. We are seeking a Client Relationship Specialist to join our team.The successful candidate will be responsible for full cycle client relations, maintaining client...


  • Rockville, Maryland, United States Spieldenner Financial Group Full time

    Company OverviewAt Spieldenner Financial Group, we prioritize people over profits. Our mission is to make a generational impact in the lives of our clients, agents, and community. As a Mortgage Protection Specialist, you will play a critical role in helping us achieve this goal.Job DescriptionThis is a commission-only based sales position with an estimated...


  • Rockville, Maryland, United States Kaizo Health Full time

    Company Overview: Kaizo Health is dedicated to delivering exceptional patient care and fostering strong partnerships with our community. We are seeking a skilled Marketing Operations Specialist to join our team and drive our marketing efforts forward.Job Description: As a Marketing Operations Specialist, you will be responsible for implementing and managing...


  • Rockville, Maryland, United States National School Public Relations Association Careers Full time

    About the RoleWe are seeking an experienced Financial Director of Operations to join our team at the National School Public Relations Association. As a key member of our leadership team, you will play a vital role in ensuring the efficient and effective management of our financial resources, conference registration, human resources, office administration,...


  • Rockville, Maryland, United States CMT Services Inc Full time

    Job Title: Office Operations SpecialistCompany Overview: CMT Services Inc. is a dynamic and growing small business supporting government agencies, committed to delivering quality services.Salary: $17.60 per hourJob Summary:We are seeking an experienced Office Operations Specialist to join our team! As a key member of our administrative staff, you will be...


  • Rockville, Maryland, United States Actalent Full time

    Job OverviewThe Manufacturing Operations Specialist will play a crucial role in the production of consumables, kits, or reagents for customer order fulfillment. This position requires meeting production schedules in a fast-paced, high-throughput industrial setting.


  • Rockville, Maryland, United States SummitHR Full time

    About the RoleWe are looking for a skilled Senior Title Operations Specialist to join our team at SummitHR. As a Senior Title Operations Specialist, you will play a crucial role in ensuring the timely and accurate processing of title insurance orders.Your primary responsibilities will include:Processing residential and commercial purchase and refinance...


  • Rockville, Maryland, United States THE MORTGAGE LINK, INC. Full time

    **Job Summary:**We are looking for an experienced Accounting Operations Specialist to support our mortgage accounting and servicing operations. The ideal candidate will have a strong background in accounting principles and practices, with experience in mortgage servicing and accounting.Main Responsibilities:Assist with the issuance of payments received to...


  • Rockville, Maryland, United States RMA Worldwide Transportation Full time

    The ideal candidate for this role will have a proven track record of success in logistics and transportation management. As a Transportation Operations Specialist, you will play a critical role in ensuring the smooth operation of our transportation services.This position requires a highly organized and detail-oriented individual who can prioritize tasks...