Operations Coordinator
2 weeks ago
Job Title: Operations Associate
Location
Job Type: Full-Time
Job Description
We are seeking a highly motivated and detail-oriented Operations Associate to join our team at Fanning Personnel. This long-term, career-building position offers the opportunity to make a direct and meaningful impact on our company's operations, ensuring process optimization and contributing to expansion efforts.
Key Responsibilities
- Support daily reconciliation processes, trade settlements, and ensure overall data integrity
- Assist with client billing and fulfill audit requirements
- Communicate with third-party administrators and custodians on a daily basis
- Analyze and evaluate current processes to identify inefficiencies and recommend improvements
- Perform data entry and manage account transactions as needed
- Maintain a high standard of accuracy and consistency in all operational tasks
Qualifications & Requirements
- Bachelor's degree in Finance, Business, Economics, or related field preferred
- 2+ years of experience in an operational role, preferably with a Registered Investment Advisor (RIA)
- Familiarity with Charles Schwab and/or Fidelity Institutional platforms (preferred)
- Proficiency with financial technologies such as Orion, Salesforce, ByAllAccounts, and eMoney (preferred)
- Strong organizational, multi-tasking, and prioritization skills in a fast-paced environment
- Exceptional attention to detail with a proactive problem-solving approach
- Ability to work effectively both independently and as part of a team
- Competence in Microsoft Office Suite (Word, Excel, PowerPoint)
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