Advisor Operations Specialist
Frontier Asset Management•Sheridan, WY
•Onsite
About The Position
The Advisor Operations Specialist serves as the primary point of contact for financial advisors, acting as a liaison between advisors and custodians to support daily transactions and account maintenance. This role combines operational precision with relationship management — handling advisor requests, processing account activity, and coordinating across internal teams to ensure accurate and timely service. The ideal candidate is a strong communicator who can prioritize effectively, manage multiple responsibilities, and thrive in a fast-paced environment.
Requirements
- Ability to manage multiple responsibilities in a fast-paced environment
- Strong attention to detail and commitment to accuracy
- Reliable, with a client-first mindset and professional demeanor
- Clear written and verbal communication skills
Nice To Haves
- Bachelor's degree or business-related field
- Ability to obtain industry licenses, including the Securities Industry Essentials (SIE) Exam and Series 65
- Prior experience in financial services, client servicing, or operations
Responsibilities
- Serve as the primary point of contact for advisors, providing administrative and operational support
- Build and maintain strong, positive advisor relationships through responsive and professional service
- Handle advisor requests by phone and email accurately and in a timely manner
- Open and service client accounts, process cashiering items, and complete account maintenance tasks
- Navigate internal systems effectively to gather and manage information
- Partner with Regional Sales Consultants to support existing advisor relationships and onboard new investment advisors
- Communicate daily with the trading team to ensure advisor requests are executed accurately and promptly
- Serve as a key liaison between advisors and the trading department
- Provide backup receptionist support, including handling incoming calls
- Assist and provide coverage for other Account Managers as needed
- Contribute to a team environment focused on shared goals, cross-coverage, and consistent service quality
Benefits
- Minimum of 4 weeks of earned Paid Time Off
- Paid Holidays
- Health, Dental, Vision, and Life Insurance
- 401(k) with 4% employer match plus up to 4% discretionary contribution
- Potential for an annual bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
