Operations Associate

Company DescriptionCOLONIAL RIVER WEALTH MANAGEMENT LLC is a growing wealth management company with a strong presence in Virginia, serving clients from its offices in Midlothian, Newport New, and Williamsburg. The firm is committed to providing personalized financial planning and investment management solutions. With a client-centric approach, the company strives to build long-term relationships by delivering exceptional service and customized strategies. COLONIAL RIVER WEALTH MANAGEMENT LLC is dedicated to assisting individuals and families in achieving their financial goals with confidence and care.Role DescriptionThis is a full-time, on-site role for an Operations Associate located in Newport News, VA. The Operations Associate will oversee day-to-day operational tasks, ensure efficient workflow, and provide support to the wealth management team. Responsibilities include managing client accounts, processing transactions, preparing reports, maintaining records, and ensuring compliance with standard procedures. The role also involves active engagement with clients, ensuring a high-quality service experience.WHO WE WANT:The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.WHAT TO EXPECT:Processes new accounts.Processes account transfers.Processes new contributions and redemptions.Processes beneficiary changes.Creates client meeting update books and reviews.Sends update meeting letters.Coordinates state, SEC, and FINRA licensing.Handles miscellaneous operational activities.Develops and maintains written systems of all activities.Performs other duties as assigned.WHAT YOU NEED:Requires:o  Excellent attitude and an extraordinary client service orientation.o  A strong focus on getting the details right.o  Excellent organizational and time management skills.o  An ability to handle multiple tasks within tight time frames.o  Proficiency with Microsoft Office Suite.o  Strong analytical and research skills.o  Strong verbal, written, presentation, and interpersonal communication skills.o  BA/B S degree in finance-related field from an accredited institution.Helpful:Interest in and knowledge of financial markets and investment securities.Previous securities industry experience.FINRA Series 7, 63, (and 65 if needed for your Registered Investment Advisor).Attendance is an essential function.·      Salary is commensurate with experience.In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply. For more information about our company, please visit our website www.colonialriver.com.If you’re interested in this opportunity, please send your resume and letter of interest to Contact@colonialriver.com.We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.