Salary: $60K+ DOE
Industry: Financial Services
What Matters Most:
Experience in the RIA industry or as a wealth advisor
Proficiency in MS Office required
Experience with Orion, Advent, or a similar portfolio management system nice to have
Bachelor’s degree required
Your New Role:
You’re tech-savvy, a team player, and you really enjoy keeping busy and diving into new challenges. Maybe you’ve worked in the RIA industry in some capacity or you’ve held a wealth advisor role, helping clients build and customize their portfolios. Either way, this company will harness your expertise for a newly-created role that’s full of variety and brimming with growth potential. At the top of your to-do list as Operations Specialist, you’ll handle trade and account reconciliations, advisor team service requests, data entry and tracking for onboarding, and escalations with vendors and custodians. Dive deep into the analytics and manipulate the data as needed for other areas of the business. You’ll coordinate client paperwork for launch folders and create customized reports for clients as well. They’ve got their sights set on someone who values all ideas brought to the table and uses every opportunity to learn more.
Your New Organization:
They’re a thriving fintech start-up that offers resources to companies nationwide. It’s a creative environment that’s both high energy and entrepreneurial. There’s paid time off, medical, dental, and vision coverage, life insurance, a 401(k) plus match in it for you and your dependents if you’re hired.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to firstname.lastname@example.org. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Commitment to Diversity
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Boly:Welch recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners. As a business founded and owned by women, Boly:Welch collaborates with minority and women-owned business enterprises to help develop and nurture strong relationships across all stakeholders. We make connections that enrich our community by seeing possibilities in people.
Category: Financial Services