Operations and Advisory Coordinator

HIS Envoys Group • Colorado Springs, CO

2d • Hybrid

About The Position

HIS Envoys Group, LLC is a faith-driven financial firm committed to helping individuals, families, family offices, businesses, and nonprofits steward their God-entrusted resources for Kingdom impact. We partner with and serve a wide range of individual and institutional clients, including churches, ministries, rescue missions, retreat centers, and values-driven for-profit organizations, providing investment, retirement, and financial consulting solutions that align with Biblical principles. Our team shares a deep commitment to our clients' mission and values. We believe stewardship is a calling, not just a job. HIS Envoys Group is a stewardship company and adheres to the Biblical principle that it all belongs to God, and because it's all HIS, we are stewards of resources that we do not own, but have been entrusted to us to manage (1 Corinthians 4:2). At HIS Envoys Group, professional expertise and Biblical purpose come together. We foster a collaborative, high-performance environment where team members are encouraged to grow, lead, and make a meaningful difference in the lives of those we serve.

The Operations and Advisory Coordinator provides end-to-end operational execution for the Operations and Advisory Specialist, Stewardship Advisors, and the Chief Investment Officer's client accounts. This role is the firm's primary point of contact for custodial account servicing, executing trades, processing distributions, and completing account actions. The Coordinator is trusted to exercise independent judgment on routine account actions while confirming trade parameters and larger decisions with the advisor directing the work.

Requirements

• Associate or Bachelor's degree preferred (business, finance, or a related field a plus).
• One (1) to three (3) years of experience in operations or financial services support roles.
• Working familiarity with custodial account-servicing processes and paperwork (e.g., Charles Schwab).
• Experience with CRM systems; Salesforce strongly preferred.
• Strong attention to detail and ability to manage multiple concurrent tasks and deadlines.
• Proficiency with Microsoft Office, especially Excel.
• Clear written and verbal communication skills.

Nice To Haves

• Prior experience executing trades or processing distributions in a custodial or RIA environment.
• Prior exposure to DocuSign envelope preparation and signature-tracking workflows.
• Prior exposure to alternative investment or subscription-document paperwork.
• Progress toward, or interest in obtaining, a Series 65 license or equivalent.

Responsibilities

• Act as the primary liaison to Schwab operations and alternative-investment desks, resolving paperwork exceptions, held or pending transfers, and account-title issues, and escalating custodian or rep errors.
• Execute buy and sell orders across equities, ETFs, and fixed income per advisor instruction, perform proportional liquidations, purchase and track Treasury bills and notes, and journal cash and shares between linked accounts.
• Process recurring and one-off client distributions, Required Minimum Distributions, and Qualified Charitable Distributions, applying correct tax withholding and coordinating charitable checks.
• Verify the authenticity of money-movement requests by calling the client directly before releasing funds.
• Open and title new custodial accounts, process re-registrations, set up ACH/wire linking, and coordinate Transfer of Assets / ACAT transfers.
• Process beneficiary and TOD designation updates, draft Letters of Instruction, coordinate post-death documentation, and manage DocuSign envelopes.
• Prepare, verify, and track Alternative Investment Custody Letters of Authorization and subscription agreements.
• Calculate, reconcile, and process quarterly advisory fees through custodial billing systems.
• Serve as a direct point of contact for clients on account servicing questions and provide status updates to advisors and the CIO.
• Maintain accurate CRM records, documentation uploads, and task tracking.
• Support ADV and regulatory correspondence and organize client documentation into structured recordkeeping folders.

Benefits

• Medical Insurance: Individual Coverage Health Reimbursement Arrangement (ICHRA) — employer-funded reimbursement for individual health insurance premiums and qualifying medical expenses.
• Dental and Vision Insurance: Voluntary coverage with national provider networks.
• Life and Disability Insurance: Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage.
• Monthly Benefit Allowance: A set monthly allowance applicable toward employer-sponsored benefits or, subject to plan terms, taken as taxable income for private-market coverage.
• Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure.
• Paid Time Off: Flexible PTO covering vacation, sick, and personal time, plus paid holidays.
• Profit Sharing: Eligibility for company profit sharing based on organizational performance.
• Professional Development: Reimbursement available for approved certifications, licenses, and credentials.

What This Job Offers

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