Operations Central Specialist
3 weeks ago
Wealth Advisory Team Member
**Job Summary**
Forvis Mazars is seeking a detail-oriented and team-player individual to fill a key role within the Wealth Advisory team. As a Wealth Advisory Team Member, you will support the team in providing an integrated suite of services to affluent families and institutional clients.
**Key Responsibilities**
* Develop and maintain expertise in multiple industry software systems, including CRM and Investment Portfolio software
* Prepare internal and custodial paperwork for clients
* Maintain up-to-date client records in systems
* Coordinate and work on multiple, concurrent client projects
* Organize information for quarterly tax payments
**Requirements**
* Highly detail-oriented and fast-paced with exceptional time management skills
* Outstanding verbal and written communication skills, with an excellent phone presence
* Ability to multitask and prioritize, with a focus on resolving issues and conflicts independently
* Highly organized, proactive, and enthusiastic with a heart for service
* Technically and analytically focused
* Ability to work within defined policies and procedures
**Education and Experience**
* Bachelor's degree in finance or general business
* 2 years minimum experience in a related field (financial services, wealth management, or financial planning)
**Preferred Qualifications**
* Prior experience serving affluent families
**About Forvis Mazars**
Forvis Mazars Wealth Advisors offers wealth management services for affluent families and investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients' interests first.
**Equal Employment Opportunity**
Forvis Mazars is an equal opportunity employer and welcomes applications from diverse candidates.
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