What are the responsibilities and job description for the Wealth Advisory Associate Director of Operations position at Fort Point Capital Partners?
Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $1.9 billion.
We are a small team always looking to improve both the firm's and our individual performance. Our work environment is dynamic and fast-paced. The ideal candidate will have initiative, attention to detail, and an ability to reason / think versus “just process”.
Key responsibilities include :
- Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
- Assist team in coordinating with multiple custodians and outside data providers.
- Review requests from Advisors in multiple locations, allocating team resources as needed.
- Oversee daily / monthly / quarterly / annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
- Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management / workflows, and transaction reconciliation around new and existing investment activities.
- Work closely with the Reporting team to provide client data and transaction information in a timely fashion.
Qualifications :
Compensation & Benefits :
We will consider for employment all qualified applicants in compliance with all laws, including San Francisco’s Fair Chance Ordinance.