What are the responsibilities and job description for the Investment Operations Specialist position at Wealthcare Capital Management?
Investment Operations Specialist
Position Overview: We are seeking a bright and enthusiastic Investment Operations Specialist in our Richmond, VA office to assist our advisors and internal teams in supporting our clients. This position will work as part of our operations team & will interact with teammates, various custodian service teams and advisors.
Responsibilities include but are not limited to:
- Preparing, processing and tracking new account and account maintenance paperwork
- Assisting advisors in obtaining resolution to various inquiries in a timely manner
- General account servicing items
- Processing money movement requests
- Creating various reports & analysis for management
- Maintaining electronic client records
- Creating and preparing periodic client correspondence
- Contribute to identifying and implementing process improvement opportunities.
Skills/Qualities:
- Superior attention to detail
- A desire to provide excellent client service
- Ability to prioritize work and manage multiple tasks, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Self-starter who can work independently and with a team
- Excellent written and verbal communication skills
- Organizational and problem resolution skills
Requirements:
- Bachelor’s degree required
- Strong financial industry knowledge
- Prior experience with account paperwork (preferably with Schwab)
Job Type: Full-time, Hybrid Remote
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- financial services: 1 year (Preferred)
Work Location: Hybrid remote in Richmond, VA 23219
Salary : $50,000 - $65,000