Job Description

Our client is a leading strategic advisory firm and registered investment advisor (RIA), focused on empowering businesses and individuals with innovative financial solutions. Our client’s commitment to excellence, integrity, and service drives them to help their clients achieve financial goals while also securing their futures. As they continue to grow, they’re seeking a passionate and driven Operations Specialist to join their team in Overland Park, Kansas.

Key Responsibilities:

New Account Set-Up & Database Maintenance:

• Set up new client accounts in the portfolio management database
• Update and maintain documentation in ticketing, reporting, and billing systems
• Calculate client refunds

Administrative Duties:

• Create and update documents, spreadsheets, and presentations
• Assist with phone calls, mass mailings, faxing, filing, and scanning

System & Operations Support:

• Act as system admin for custodial and portfolio management software users
• Assist with daily, weekly, and monthly audits
• Communicate with custodians, software providers, and branch offices

Qualifications:

• Education: Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, or a related field (preferred)
• Experience: 2-5 years of business experience, ideally in process management within the investment industry
• Platforms: Familiarity with Schwab, Fidelity, TD Ameritrade, or similar platforms a plus
• Technology: Experience with Orion Advisor Technology, Tamarac, Black Diamond, or other similar platforms is highly desirable

Total Rewards Package:

-Competitive base salary

-Comprehensive benefits package, including health, dental, and vision insurance

-Retirement savings plan with company match

-Ongoing professional development and training opportunities

-Collaborative and supportive work environment, nominated as Best Workplace past 8 years running.

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