Delos Operations Specialist

First United Bank•Dallas, TX

44d•Onsite

About The Position

The Delos Operations Specialist is responsible for keeping the firm's day-to-day operations organized, efficient, and scalable. The role will work closely with advisors and leadership across client onboarding, account administration, billing, vendors, technology, and compliance. The right candidate will take ownership, solve problems independently, escalate, and continuously improve processes. This is an opportunity to play a key role in building the operational foundation of a growing wealth management firm. Career growth opportunities are anticipated as the firm expands. The Operations Specialist is responsible for ensuring the RIA’s day-to-day operations run efficiently, accurately, and consistently. This role supports advisors and clients by managing operational workflows, coordinating vendors and custodians, maintaining systems and records, and improving processes. The goal is to create a scalable operational foundation that allows the advisory team to focus on serving clients and growing the business.

Requirements

Ability to demonstrate strong attention to detail.
Ability to demonstrate strong written and verbal communication skills.
2 to 5 years of prior experience in a similar role preferred.
Experience and knowledge of Tamarac and Charles Schwab platforms preferred.
Works independently, takes ownership and follows through
Organized and detail-oriented with excellent time management skills.
Manage multiple priorities and deadlines
Communicates clearly with clients, advisors, vendors, and service providers
Ability to creatively solve problems that align with the company’s goals

Responsibilities

Manage day-to-day operational workflows and administrative needs.
Coordinate account openings, transfers, paperwork, and client service requests.
Maintain accurate client, account, and firm records.
Manage CRM data, workflows, documentation, and reporting.
Coordinate with custodians, broker-dealers, vendors, and other service providers.
Track operational tasks, deadlines, and outstanding items.
Support advisors with client onboarding and ongoing service needs.
Coordinate meetings, follow-ups, paperwork, and client communications.
Ensure client requests are tracked and completed promptly.
Help create consistent, high-quality client experiences.
Coordinate advisory billing and monitor billing-related issues.
Track firm expenses, invoices, and recurring costs.
Coordinate with the firm's bookkeeper/accountant.
Maintain organized financial and operational records.
Support the firm's compliance processes and documentation.
Maintain organized records for regulatory and compliance needs.
Coordinate with the firm's compliance consultant or Chief Compliance Officer (CCO).
Develop and maintain SOPs and workflows to improve consistency and reduce errors.