Operations Associate within a Fee-Based only RIA Opportunity

Position Title: Operations Associate within a Fee-Based only RIA OpportunityThis is a Hybrid role! This position plays a crucial role in supporting the operational functions of a wealth management firm. It requires a detail-oriented individual who can manage a variety of administrative tasks effectively while collaborating closely with a team of advisors. The firm values a strong work ethic and self-starting attitude, particularly given the challenges associated with training and onboarding. Candidates who thrive in a dynamic environment and are eager to contribute to a family-like culture will find this role rewarding. A commitment to excellence and a polished presentation are essential for success in this position.Salary Range: $95,000 - $105,000 / Year DOEResponsibilities:Manage administrative tasks related to portfolio managementDownload and analyze data for trading processesReview trade confirmations and cash balancesDocument trading procedures for accuracyOpen and execute accounts as requiredTrack private investments and market levelsCommunicate effectively with team membersUtilize Schwab and Tamarac for trade recommendationsMaintain database management and ensure timely responsesPresent a professional demeanor while interacting in a shared office spaceRequirements:A BA Degree is required5+ years of experience in a wealth management operations role at an RIAProficiency with portfolio management software, excluding TamaracExperience with Schwab is preferredTamarac is preferredBenefits:401k with 3% safe harbor and additional profit sharing after one year5% of compensation contributed towards HSA until maxed out100% medical coverage for the employee only15 days of PTO, accrued in the first year and frontloaded thereafter