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Operations Specialist
2 weeks ago
Kforce has a client in Phoenix, AZ that is seeking a highly organized and detail-oriented professional to join their Investment team as an Operations Specialist. In this role, the Operations Specialist will be responsible for managing client accounts, facilitating financial transactions, and ensuring compliance with regulatory requirements. This is an excellent opportunity for someone with a background in wealth management or financial services to contribute to a dynamic and growing organization.Responsibilities:
- Establish and manage new client accounts with custodians and third-party investment managers, acting as the primary operational liaison
- Facilitate client requests for wire transfers, deposits, and other cash movements between custodial accounts
- Process various account service requests initiated by advisors or clients
- Maintain and update our internal portfolio accounting system using Tamarac applications, including individual account maintenance and security reclassification
- Review and execute mutual fund and equity trades for client accounts through third-party brokerage firms
- Ensure all documents and records are maintained in accordance with SEC and FINRA regulations
- 3+ years of operational experience in a Registered Investment Advisor (RIA) setting or a similar wealth management environment
- Exceptional attention to detail, organizational skills, and thoroughness
- Proven ability to prioritize tasks and manage deadlines effectively
- Proficiency in Microsoft Excel within a financial context
- Experience with Salesforce, Tamarac Reporting, Tamarac Trading, and/or Portfolio Center is highly desirable, along with a willingness to learn other financial software
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."
