What are the responsibilities and job description for the Operations Associate position at Transcend Practice Management?
Operations AssociateLocation: Anaheim, CAStatus: Full-time, in officeCompensation: $70,000 to $75,000 (based on experience)We believe financial planning is about more than just money. By providing our clients with customized financial solutions, we help them pursue the real goal of achieving their hopes and dreams.We are building a team of people who share our vision, are genuinely caring, and are always there for our clients, while bringing ideas on how we can do things better, make meaningful impact, and grow together. This is an exciting opportunity to welcome an Operations Associate to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service.We offer a highly competitive benefits package, including:401(k) with 8% employer profit-sharing contribution after 1 year of serviceEmployer-paid health and dental insuranceHealth Savings Account availableLife Insurance availablePaid Time OffThe attributes that we are looking for in a teammate include:Impeccable ability to maintain confidentiality and integrityAttention to detail and quality in all aspects of the positionCommunicate well with clientsEffective follow-up, deadline focusedDetail-oriented with high degree of accuracyEnergetic, eager to learn, willing to cooperateSelf-motivated with ability to work independently and under directionProvide a model for hard work, timeliness, positive attitude, support of management and support of the firm's values and missionDemonstrate a genuinely caring, empathetic attitude toward clients, consistently prioritizing their well-beingIf you are a fit for this position, we know that you are interested in more details. Read on!As an Operations Associate, you can expect to:Independently manage tasks and prepare for weekly task review meeting with AdvisorsProvide direct support to the clientsResolve client issues in a timely and effective mannerNew Account and service processing including, preparation, review and follow up on all forms and applicationsComplete all paperwork pertaining to maintenance and service of client accounts accurately and in a timely mannerEnter trades as directed, reviewing when settled to ensure accuracyOrganize and maintain all client online records, CRM records and Commonwealth Advisor docsDesire to efficiently systemize and improve team workflowsDevelop processes and procedures for all responsibilities of jobUse excellent customer service skills to build client relationshipsAnswer phone and emails and handle all client operational issues within capacityUse Commonwealth's systems, COMMunity Link, Client 360 efficientlyProvide general planning and operations support to Advisors and staffQualifications for this role include:Excellent written and verbal communication skillsBachelor's degree preferredSeries 65 and Series 7 is desirable but not essentialMinimum of 2 years of experience in an administrative or client service role in the financial services industry is requiredMinimum of 1-2 years in the roleTechnical competencyGreat familiarity with a variety of the financial service field's concepts, practices, and proceduresExceptional organizational skills; ability to multi-task in a dynamic environmentComfort with being a “team player” and doing whatever is needed, big or smallMust seek training and keep up to date on the latest office programs and procedures to maintain the highest level of competency within the workplaceAble to manage and get along with diverse personalitiesProfessional appearance and demeanerWell-developed interpersonal skillsAttention to detail with a perfectionist's eyeA willingness to succeed!Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook,Word and Power Point)Get in touch today so that we can get to know you! As an Operations Associate, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.
Salary : $70,000 - $75,000