Operations Advocate

Job Description

Operations Advocate Job Description

About Us

At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

Avior Core Values

We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:

• It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
• We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.
• We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
• We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.
  
  

Position Overview

The Operations Advocate plays a critical role in supporting tax professionals and wealth advisors with tasks focusing on data entry, document management, and research. This role will support tax preparation processes by ensuring accurate and timely handling of tax documents and related information and will be responsible for assembling, reviewing, and processing tax returns. This role will support wealth advisors in electronic client communications and documentation preparation. This position requires attention to detail, organizational skills, and the ability to work collaboratively within a team environment.

Key Responsibilities

• Data Entry & Client Information Updates: Input and update client information across multiple systems with a focus on accuracy and completeness.
• Document Review: Assist in reviewing financial and tax documents to ensure all information is complete and in compliance with firm policies and regulations before processing or filing.
• Document Management: Handle the organization, copying, scanning, and filing of client-related documents, ensuring they are stored securely and are easy to retrieve when needed. Assemble and prepare tax returns for delivery to clients. Organize and maintain electronic and physical documents. Ensure all client data and supporting documentation are complete and accurate before processing.
• Information Retrieval: Retrieve client information as requested by client facing associates to assist with research or issue resolution.
• Quality Assurance: Perform checks to ensure compliance with SEC, IRS, and/or state guidelines. Cross-reference data from prior year returns to ensure consistency.
• Issue Research: Support the team by researching client issues or questions related to financial services, tax filings, or account management, and provide necessary information for resolution.
• Miscellaneous Administrative Tasks: Assist with various back-office tasks such as processing transactions, filing paperwork, distributing bulk client emails, and ensuring that all necessary operational duties are completed efficiently. Prepare engagement letters and other required forms for client signatures. Manage and track filing deadlines to ensure timely submission.
  
  

Qualifications

• Associate’s degree in accounting, business, or related field is preferred.
• Prior experience in an accounting or tax preparation environment is preferred.
• Proficiency in in tools including Salesforce and CCH Axcess Tax is desirable.
• Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues.
• Proven experience in document processing and administrative roles.
• Familiarity with tax documents and basic terminology.
• Excellent attention to detail and accuracy.
• Strong organizational and time management skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook)
• Strong problem-solving skills.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• Strong technical aptitude to facilitate daily work and ability to quickly learn required software applications.
  
  

Your Well-Being Matters

In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:

• 401k and 401k Matching: Plan for your future with our retirement savings options.
• Dental Insurance: Maintain your oral health with coverage for a range of dental services.
• Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
• Health Insurance: Take care of your physical well-being with our health insurance offerings.
• Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
• Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
• Disability Insurance: Safeguard your financial future in the face of the unexpected.
• Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
• Unlimited Paid Time Off: We recognize the importance of work-life balance, and our unlimited PTO policy reflects our commitment to your overall happiness.
  
  

Work Environment

• Full-time
• In-office during peak seasons, and work-from-home flexibility one preset day per week during off seasons