Operations Specialist - Wealth

The Forge Companies•Atlanta, GA

7d•Onsite

About The Position

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations Specialist-Wealth should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills.

Requirements

Experience using custodial platforms (Ex. Fidelity/Schwab)
Strong attention to detail and excellent organizational skills
Collaborative attitude
Excellent written and communication skills
Ability to communicate thoughts and findings to management effectively and efficiently
Be a positive influence on co-workers
Be creative, passionate, fun, and energetic to impact our mission

Nice To Haves

Bachelor’s degree in a business, finance or related field, or equivalent work experience

Responsibilities

Review and process new/existing client account paperwork with Fidelity/Schwab.
Ensure all client records are updated accurately and timely.
Assist in the transferring and re-registering of securities for new accounts.
Assist in the termination of accounts.
Process account deposits and disbursements.
Maintain internal controls and meet audit and regulatory requirements.
Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms.
Assist Operations Manager with special projects and team service improvement.
Assist with investment account billing set up, processing, and final fee processes at account closing.
Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed.
Performs other duties as assigned.