Operations Associate

OneAscent is currently seeking an Operations Associate who will be responsible for processing requests for the Advisors that we serve. As a key member of the support team for our advisors, this Operations Associate ensures that tasks and projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity to support the initiatives of the business. This position requires a careful attention to detail paired with a strong desire and ability to deliver high quality customer service.

Duties And Responsibilities

Responsibilities assigned can vary from week to week based on the needs of business, but typically include:

• Establishing accounts for clients, including account transfers
• Processing transactions (e.g. trading, wires, journals)
• Compiling and maintaining back office records and activities
• Assisting with certain audit functions related to billing and compliance
• Working closely with advisors in maintaining client accounts
• Working to streamline procedures to maximize compliance and minimize unnecessary procedures

Qualifications

• Education: Bachelor's degree in business, accounting, finance, economics
• Experience in investment management and/or financial advisory services is required
• Excellent communication and customer service skills
• Ability to maintain a high level of accuracy even when completing tasks that some may consider repetitive.
• Proficiency in Word, Excel, and Outlook
• Detail-oriented, meticulous, accurate, organized, and able to set priorities
• Self-starter with bias for action and taking initiative
• Team player, with ability to take specific direction
• Desire/ability to work successfully in a small company environment
• Experience with any of the following software or custodial platforms is a plus: Salesforce, Redtail, Wealth Box, Schwab Institutional, TD Ameritrade, Fidelity, Black Diamond, and Orion

This role is full-time onsite at the headquarters in Birmingham, AL reporting to the Director of Advisor Operations.

Benefits:

• 401(k) with company match
• Health, Dental, and Vision insurance
• Flexible spending account
• Health savings account
• Life insurance
• Disability Insurance
• Financial Planning
• Paid time off, including vacation, sick, holidays, and volunteer days