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Operations Associate / Office Manager
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Full-time
- The Operations Associate/Office Manager will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration.
- As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.
- Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
- Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
- Broker/Dealer platform experience a plus.
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