What are the responsibilities and job description for the Operations Associate position at Davenport & Company?
OPERATIONS ASSOCIATE
Location: Richmond, VA
Department: Operations
OVERVIEW
This full-time, non-exempt position involves various duties within our Operations Department. Responsibilities may include client account processing, asset transfers, funds receipts and disbursements, credit extensions, account opening and maintenance, and system access entitlements. Attention to detail and prioritization are crucial due to the time-sensitive nature of most transactions.
RESPONSIBILITIES
- Ensure transaction requests, authorizations, and data entered in our operating platform, NetX360, are accurate
- Review and approve account documentation
- Assess and process platform entitlements
- Cooperate with co-workers to cover various needs as they arise
- Maintain records and files as required by the Compliance Department
- Perform other responsibilities and projects as needed
QUALIFICATIONS
- College degree and/or equivalent work experience
- General understanding of basic accounting concepts
- Proficiency in Microsoft Outlook, Word, and Excel
- Self-directed, with the ability to take initiative, solve problems, and exercise independent judgment
- Disciplined follow-up skills
- Strong interpersonal and communication skills
- Excellent organizational skills with strong attention to detail
- Capable of multi-tasking and prioritizing work assignments amid conflicting demands
- Must be a resourceful team player
- Ability to adapt to a changing work environment and perform duties in a moderately noisy work environment
- Financial industry knowledge
- Brokerage operations experience preferred
SALARY & BENEFITS
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
