Operations Associate
Fanning Personnel - waltham, MA
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Job Title: Operations AssociateLocation: Waltham, MAJob Type: Full-TimeJob DescriptionWe are looking for a motivated and detail-oriented Operations Associate to join our client's dynamic team and play a pivotal role in supporting the company's growth and success. This long-term, career-building position offers the opportunity to make a direct and meaningful impact on the company's operations, ensuring process optimization and contributing to expansion efforts. The Operations Associate will assist with daily operational tasks to ensure data accuracy and deliver exceptional service to both clients and internal teams.Key ResponsibilitiesSupport daily reconciliation processes, trade settlements, and ensure overall data integrityAssist with client billing and fulfill audit requirementsCommunicate with third-party administrators and custodians on a daily basisAnalyze and evaluate current processes to identify inefficiencies and recommend improvementsPerform data entry and manage account transactions as neededMaintain a high standard of accuracy and consistency in all operational tasksQualifications & RequirementsBachelor's degree in Finance, Business, Economics, or related field preferred2+ years of experience in an operational role, preferably with a Registered Investment Advisor (RIA)Familiarity with Charles Schwab andor Fidelity Institutional platforms (preferred)Proficiency with financial technologies such as Orion, Salesforce, ByAllAccounts, and eMoney (preferred)Strong organizational, multi-tasking, and prioritization skills in a fast-paced environmentExceptional attention to detail with a proactive problem-solving approachAbility to work effectively both independently and as part of a teamCompetence in Microsoft Office Suite (Word, Excel, PowerPoint)
Created: 2024-10-20