Operations Administrator
About The Position
At McKinley Carter Wealth Services, we believe that when we support one another, we achieve more together than we ever could alone. Our culture is built on trust, teamwork, and a shared commitment to helping clients design and implement financial strategies that lead to long-term success. If you’re looking for a role where your contributions truly matter and your growth is encouraged, we’d love to meet you. About the Role As an Operations Administrator, you’ll provide essential support to our Advisory and Operations teams, ensuring accuracy and efficiency in account administration. Your attention to detail and commitment to flawless execution will help us deliver exceptional client service and maintain operational excellence. Following a successful orientation, we anticipate this could become a hybrid or even fully remote position.
Requirements
- Associate’s degree or equivalent experience.
- Strong organizational and problem-solving abilities.
- Excellent interpersonal and communication skills.
- Comfortable learning and navigating various technology platforms and systems to support operational processes
- Ability to thrive in a fast-paced, detail-oriented environment.
Nice To Haves
- Business operations or administration experience in financial services preferred.
Responsibilities
- Execute day-to-day account administration, including money movement, documentation review, and custodian communication.
- Perform internal audits to ensure data integrity, including wealth management agreements and billing.
- Code accounts and reconcile data
- Troubleshoot issues with custodians and advisors and coordinate alerts.
- Support external audits through data retrieval.
- Provide administrative support across the Operations team.
Benefits
- Opportunities for professional growth and advancement.
- Competitive base compensation with the opportunity to earn profit sharing bonuses.
- Comprehensive benefits and a commitment to work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
