Operations Associate

Seeking the extraordinary^TM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Operations Associate. In this role, the individual will work with a team to support the day-to-day operations of a large financial advisory firm. This is a central seat with exposure to all aspects of the firm including, but not limited to, Operations & Technology, Client Service, Wealth Management, Investment Management, and Compliance. The ideal candidate is a natural leader who is organized, shows attention to detail, is solution-orientated, and flexible.

Primary responsibilities for this position include:

• Processing account applications, asset-transfer forms, and client-specific requests at various custodians (e.g., check requests, distributions);
• Communicating and interfacing with custodians on behalf of client(s), and initiating proactive follow-through on such action points;
• Maintaining and updating databases using multiple technologies, in connection with new securities, new assets, reconciliation inputs, etc.;
• Assisting with The Colony Group’s quarterly investment reporting to clients;
• Assisting the Chief Compliance Officer and wealth management teams with internal compliance and external custodian paperwork necessary for new accounts and assets;
• Conduct bi-weekly and monthly audits of internal systems (including restrictions, asset categorization, performance reconciliation; and
• Maintaining electronic and physical records and files in an orderly fashion.

Qualifications:

• A minimum of 1 years of operations/client service experience in financial services;
• Familiarity with brokerage or registered investment advisory firm operations;
• A basic understanding of investments and the financial markets;
• Proficiency in Microsoft Office applications, particularly Excel, and proven ability to learn other software and technology;
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills;
• Strong quantitative and analytical abilities, and excellent written and verbal communication skills;
• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands; and
• Familiarity with Tamarac & Salesforce systems a plus but not required.

This is a non-exempt position.

$60-62k

Salary : $60,000 - $62,000