Fiducient Advisors | Middle Office Associate

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Middle Office Associate is responsible for the delivery and execution of the exceptional service provided to clients, custodian firms, money managers, and Consultants.Responsibilities:Onboard new clients and be responsible for completion of day-to-day operational tasks for Institutional OCIO, Discretionary Practice clientsLead complex and nuanced account set-ups for Institutional OCIO, Discretionary Practice clientsCollaborate with Middle Office Operations Analyst team on the completion of subscription, redemption, and periodic KYCAML document updates for Private Equity, Hedge Fund, and various other Alternative InvestmentsManage client money movements and account service tasks with their specific custodian, bank, or brokerage firm while abiding by the firm's compliance policies and proceduresMaintain accurate and up-to-date Institutional OCIO, Discretionary Practice client records and activity logs to include but not limited to the CRM, trading systems, custodial websites, etc.Uphold internal and external client service standards by providing timely and accurate follow-up, proactive communication, and serve as a knowledgeable operations resource to the firmResearch and promptly respond to internal and external client inquiriesAssist with ad-hoc projects as directed by leadershipDevelop an understanding of Fiducient's core values and consulting team roles to best serve our clientsAct as backup to Trade Operations team by executing trades for all client types, utilizing the firm's preferred trading system and other custodian-specific applets and paperwork abiding by the firm's compliance policies and proceduresAssist Middle Office Associate team members who are off-site with pending client requestsRequired Education, Professional & Technical Experience Bachelor's Degree1 Years of Investment Consulting or Financial Industry ExperienceProficiency in Microsoft SuiteKnowledge of Securities & Banking TransactionsEssential TraitsThoughtful ability to establish rapport and build relationships.Exceptional communication in a public setting with notable writing and presentation skills.Adaptability when priorities shift and able to work independently.Sound judgment and problem-solving novative, curious, and enthusiastic.Detail-oriented with a high level of accuracy and organization.Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.Work Environment & Travel RequirementsThis role may travel up to 5% of the time for training and or businessevents.This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.Physical Job ExpectationsThe physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:Must be able to remain in a stationary position for up to 8 hours.Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.The person in this position may at times need to move throughout the building to access different areas.Ability to move equipment weighing up to 25 pounds.Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.What We Offer (Summary Highlights)A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.The base salary range for this position is $65,000 - $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Paid Time Off Generous PTO with optional rolloverPersonalSick Time10 Holidays with additional half days off for specific holidays throughout the yearSummer PerksBereavement Time -inclusive time off for a loved one, unborn child, or pet.Employer Paid Parental, Personal and Family leaves.Professional Development Day for eligible examsWork Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, , Torchlight, Real Appeal, Peloton and moreKindBody - Family & Fertility AssistanceWellness Reimbursement ProgramProfessional Development Designation reimbursementEmployee Referral ProgramEmployee Resource Groups, Mentorship Program & New Hire Cohort401K Plan with company matchCell Phone Reimbursement ProgramFiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Created: 2025-01-01