Financial Operations Specialist

Position Overview:

Would you like to join a 24-year established financial company with a great culture and exceptional clients? We are seeking a team player to assist our advisors in delivering outstanding client service while managing the movement of money between custodians. This role requires a detail-oriented professional with excellent phone skills, in-person presentation, and experience in processing paperwork within a financial investment company.

Key Responsibilities:

• Collaborate with advisors, clients, and financial institutions to facilitate account transfers and funding.
• Ensure accurate data management and maintain compliance with industry standards.
• Process new account paperwork, including account openings, transfers, and database updates.
• Maintain client files and ensure data integrity in CRM systems.
• Provide exceptional client service through phone and in-person interactions.
• Monitor and manage the progress of asset transfers and verify funding methods.
• Prepare reports, correspondence, and documentation for client meetings.
• Assist with onboarding new clients, including updating CRM systems and ensuring all required forms are completed accurately.
• Support advisors by scheduling meetings, preparing materials, and following up on outstanding requirements.
• Handle incoming checks for submission and ensure proper processing.

Qualifications:

• Proven experience in processing paperwork within a financial investment company is required.
• Strong attention to detail and proficiency in managing data accurately.
• Excellent communication skills, both over the phone and in person.
• Professional demeanor with the ability to present confidently to clients.
• Experience with CRM systems and financial software is preferred.
• Ability to multitask effectively in a fast-paced environment while maintaining accuracy.

Why Join Us?

• Be part of a well-established company with a strong reputation for client satisfaction.
• Work alongside a collaborative team in a supportive culture that values growth and excellence.
• Engage with awesome clients who trust us to help them achieve their financial goals.
• Health Insurance, HSA account, 401k with employer match, PTO

If you are detail-oriented, client-focused, and ready to contribute to a thriving financial services team, we encourage you to apply!