Operations Associate II

Job description

Job Description We are seeking a highly motivated Operations Associate to join our growing financial services firm. As the firm continues to expand, this role is essential to maintaining smooth, accurate, and compliant operational processes. The Operations Associate will play a crucial role in supporting the day-to-day operations of the firm. This position is essential to ensure smooth operations and efficient support for our advisors, including but not limited to processes and procedures, and adherence to firm policies. The ideal candidate will assist with various operational tasks, provide exceptional support to advisors, and contribute to the overall success of our organization. Primary Responsibilities: - Assist advisors with operational questions, escalating as needed. - Portfolio system data entry and review. - Assisting advisors with custodial relationships. - Assist with branch & advisor registrations. - Miscellaneous projects. Required Skills & Qualifications: - Strong organizational skills with the ability to manage multiple workflows simultaneously - Exceptional attention to detail and commitment to accuracy - Clear and professional written and verbal communication skill...