Operations Administrator

Mckinley Carter Wealth Services • Charleston, WV

6d • $50,000 - $65,000 • Hybrid

About The Position

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

• A supportive, collaborative culture where your voice matters.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree