Operations Coordinator
Destination Wealth Management Advisors is a rapidly growing Wealth Management firm with an opening for an Operations Coordinator. This is an opportunity for an intelligent, positive and responsible person with high initiative.
The Operations Coordinator position primarily focuses on maintaining and adding value to existing and new client relationships. This is an ideal position for someone who enjoys working directly with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Qualifications:
- Experience in the securities/financial industry
- 2 years experience in financial services transaction-based processing
- Understanding of ACAT system as well as other client service related issues
- Knowledge of retirement and Trust accounts
- 2 plus years as an administrative assistant
- Strong organizational skills
- Pleasant relationship oriented demeanor
- Proficient in: MS Outlook, Word, Excel, Power Point
- Experience using Microsoft Outlook as all tasks are monitored in Outlook
- Ability to work in a fast past, highly demanding work environment
- Ability to prioritize, multi task and work in a task oriented environment
- Ability to process, track and monitor client related service requests and paperwork transactions
- Detail oriented perspective
- Professional and effective communication skills
- Pleasant phone demeanor
Responsibilities:
- Handling a variety of client service related issues
- Assisting investment advisors and coordination of schedules
- Client contact and scheduling of appointments
- Reading and composing emails
- Miscellaneous duties as required by investment advisors
- Answer incoming calls for investment advisors
- Calendar maintenance
- Typing correspondence
- Prepare various reports
- Data entry
- Other activities as required
Additional skills preferred:
- 4 year College degree
- Series 65
- Knowledge of Schwablink database, and/or Salesforce
Destination Wealth Management is proud to offer a competitive salary, full benefits package, paid vacations and a host of other perks.
For more information about the company please visit www.destinationwm.com.
Thank you in advance for your interest
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