Operations Associate
Job Description
Job Description
About the Role:
Colonial River Wealth Management, LLC. , a growing wealth management firm, is seeking an Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Colonial River Wealth Management is to navigate our clients through consultative wealth management and retirement planning. The First Impressions Receptionist plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a Operations Assistant and share our vision, then we would love to hear from you!
Description The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Responsibilities & Activities
Responsibilities:
- Assist in daily operational tasks to ensure smooth workflow and efficiency, process new accounts, execute account transfers
- Coordinate with various departments to streamline processes and enhance productivity.
- Monitor and analyze data to identify trends and improve operational performance.
- Processes new contributions and redemptions, process beneficiary changes.
- Prepare reports and documentation for internal and external stakeholders.
- Support the implementation of new systems and technologies.
- Maintain accurate records and ensure compliance with company policies.
- Provide exceptional customer service to clients and partners.
- Participate in team meetings and contribute to strategic planning discussions.
- Performs other duties as assigned.
Requirements:
- Bachelor's degree in Business, Finance, or a related field preferred from an accredited institution
- Excellent attitude and an extraordinary client service orientation
- 1-3 years of experience in operations or administrative roles.
- Strong analytical skills and proficiency in Microsoft Office Suite.
- Excellent communication and interpersonal skills, organizational and time management skills
- Detail-oriented with a strong ability to manage multiple tasks.
- Ability to work independently and as part of a team.
- Knowledge of investment principles is a plus.
- Positive attitude and a proactive approach to problem-solving.
- Proficiency with Microsoft Office Suite
- Salary is commensurate with experience
- Interest in and knowledge of financial markets and investment securities
- Helpful: Previous securities industry experience
About Us:
Colonial River Investments has been a trusted partner in the investment industry. Our commitment to excellence and customer satisfaction has earned us a loyal client base, while our collaborative work environment fosters growth and innovation for our employees.
Recommended Jobs
AWS DevOps Engineer
Our client, one of the largest Amazon Web Services (AWS) partners for data services, is looking for a Mid to Senior level Java Developer to contribute to join their team of technologists to build and…
Software Developer
Public Trust: None Requisition Type: Regular Your Impact Own your opportunity to work alongside federal civilian agencies. Make an impact by providing services that help the government ens…
Life Insurance Agent
Summary We are looking for a dedicated, competitive, and passionate Life Insurance Agent to join our growing team. In this position, you will play a vital role in helping us expand our market and …
Travel Registered Nurse Med Surg Job
Job Overview TLC Nursing Associates, Inc. is seeking a dedicated RN – Medical-Surgical (Med Surg) for travel assignments . This role involves providing direct patient care to individuals wit…
Travel Speech Language Pathologist Job
Job Overview TLC Nursing Associates, Inc. is seeking a Speech-Language Pathologist (SLP) for travel assignments in healthcare facilities. The ideal candidate will assess, diagnose, and treat s…
Travel Nurse RN - Operating Room - $2,005 to $2,315 per week in Winchester, VA
Registered Nurse (RN) | Operating Room Location: Winchester, VA Agency: National Staffing Solutions Pay: $2,005 to $2,315 per week Shift Information: Days - 4 days x 10 hours C…
Automobile Mechanic
Job Description Job Description About the Role: Join S & S Service Center Inc as an Automobile Mechanic, where you'll be part of a dedicated team committed to delivering top-notch automotive s…
Travel Nurse RN - Cardiac Catheterization Lab - $2,916 per week in Richmond, TN
Registered Nurse (RN) | Cardiac Catheterization Lab Location: Richmond, TN Agency: Seven Healthcare Pay: $2,916 per week Shift Information: Days - 4 days x 10 hours Start Date:…
Board Certified Behavior Analyst (BCBA) - $10,000 Sign-On Bonus
Job Description Job Description Position: Board Certified Behavior Analyst Responsible to: Senior BCBA Purpose: To support and enhance our integrated services model by delivering and …
Server - Milk & Honey
Overview: Unleash your passion for exceptional hospitality at Milk & Honey , a rapidly growing restaurant franchise that takes Southern cuisine to new heights. We are on the lookout for vibrant and…