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Financial Operations Specialist

2 months ago

Westerville, Ohio, United States Boutique Recruiting Full time

We are seeking a highly skilled Licensed Operations Assistant to support our team of financial advisors in Westerville, Ohio.

This role involves providing administrative support to our advisors, focusing on back-office tasks, and handling client-facing responsibilities to facilitate coordination and service-related needs.

The ideal candidate will have experience in RIA/Broker Dealer environments and be proficient with financial trading software. A Series 65 or Series 7 license is preferred, and strong administrative skills and attention to detail are essential.

Licensed Operations Assistant Requirements:

  • 1-3+ years of experience in a similar role
  • Experience in RIA/Broker Dealer environments
  • Series 65 or Series 7 license preferred
  • Proficiency with financial trading software
  • Strong administrative skills and attention to detail
  • Experience working as an LPL as a custodian is a plus

Licensed Operations Assistant Responsibilities:

  • Support the Managing Director and three other advisors as needed
  • Handle new account paperwork and create reports for client meetings
  • Conduct research on client needs and change beneficiaries
  • Perform heavy administrative tasks, including lease administration
  • Manage service-related needs and act as a point of contact for clients

Licensed Operations Assistant Benefits:

  • Fixed annual bonus
  • Up to 3 weeks of sick time and PTO per year accrued
  • Simple IRA with 3% match
  • Alternative Healthcare coverage options for the employee
  • Easy office commute and free parking options
  • Flexible work hours & early finish every Friday
  • Opportunity for a hybrid work model after 1st year