Financial Operations Specialist

4 weeks ago


Troy, United States FIG Talent Solutions Full time

Description:

A boutique financial planning firm with an office in Troy, MI, seeks a service-minded individual to serve as a full-time Operations Associate in our Troy office.


Ideal Candidate Qualities:

  • Attention to detail/accuracy
  • Commitment to confidentiality
  • Organizational skills and efficiency
  • Time management (setting priorities and meeting deadlines in a fast-paced environment)
  • Ability to work independently and collaboratively
  • Passion for serving and leading others
  • Contributes a friendly, positive energy in a small, professional team environment
  • Excellent verbal and written communication skills
  • Strong computer skills with working knowledge of Microsoft Office


Responsibilities:

  • Follow workflow processes and complete actions through CRM
  • Process client service requests including monetary movements and other transactions
  • Working directly with our custodian, Charles Schwab, to manage the firm’s operations
  • Working directly with clients, via email, phone, and occasionally in person to simplify their lives
  • Opening new accounts and processing ACAT transfers from other custodians

Location: In office in Troy, MI


Benefits:

  • Health, eye, dental, PTO, Paid holidays, volunteer days, 401K


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