Description:

Job Description:

The Operations Coordinator supports Wealth Advisors by servicing clients and providing operational and administrative support. Your expertise in the firm’s policy, procedures, and technology will allow you to interface with clients and prospective clients to anticipate their needs, resolve their problems, and follow through to provide exceptional service. Administrative duties will include setting up client meetings, processing new client paperwork, etc. Excellent verbal, written, and electronic communication skills are essential as well as time management and critical thinking skills.

Job Responsibilities:

Provide supports to Wealth Advisors
Onboarding new clients
Assist with opening and closing client accounts
Prepare custodian and DWM documents for signature
Process Required Minimum Distributions and Qualified Charitable Distribution
Process ACAT transfers
Verify and process money movements
Complete tasks assigned to you
Help maintain accurate client records
Scan and file client documents
Respond to clients’ requests via phone calls or emails
Prepare performance and Ad-Hoc Reports
Assist in the quarter-end reporting
Schedule portfolio review meetings

Requirements:

Preferred qualifications and skills:

2-5 years of financial services, tax, and/or operations experience preferred
Bachelor of Science in Business or Financial or equivalent work experience
Knowledge of retirement and trust accounts
Knowledge of the ACAT system
Knowledge of Alternative Investments
Strong attention to detail and accuracy
Professional and effective communication skills
Professional and pleasant phone demeanor
Proficient in MS Outlook, Word, Excel, and PowerPoint
Experiences in Salesforce, Docusign, ZOOM, Calendly, and Orion
Ability to work in a fast past, highly demanding work environment
Ability to prioritize multi-task, and consistently deliver business solutions

Destination Wealth Management

New Jobs

Operations Coordinator