What are the responsibilities and job description for the Operational Specialist position at Innovations PSI?
Our client is seeking a team-oriented professional with a strong service mindset and excellent communication skills. The ideal candidate is self-motivated, operates with integrity, and brings client service experience in the financial industry. This is a non-sales role supporting long-term client relationships. You must be comfortable working in-person 5 days a week in the East Bay.
Key Responsibilities:
- Support client service operations in an independent wealth management firm
- Manage account processing, transfers, compliance, and client inquiries
- Prepare and present reports to advisors and clients
- Assist with internal projects as needed
Ideal Candidate:
- Bachelor's degree & experience in investment and financial planning industry
- Collaborative, organized, and proactive
- Familiar with investment and insurance products (mutual funds, ETFs, annuities)
- Clean financial/legal history
- Proficient in Microsoft Office; experience with RedTail, Riskalyze, Albridge, Morningstar a plus
- FINRA Series 7, 63, 65 or 7, 66 licenses a plus
- California Insurance License a plus
Salary:
$60,000 - $90,000
Please submit your resume to receive a full job descripiton. Local Bay Area Candidates only. This role is on-site 5 days a week.
Salary : $60,000 - $90,000
