Wealthstream Advisors is looking to hire an Operations Specialist due to the continued growth of the firm. Wealthstream is an independent, boutique wealth management firm located in midtown Manhattan.
This role is well suited for an early/mid career operations specialist looking to develop and hone skills in running firm operations. The position involves working directly with the firm’s Advisors, Director of Operations and its diverse high net worth clientele. The position also offers opportunity for advancement within the firm.
The role requires a self-starter who is extremely detail-oriented, organized, and proactive, and possesses a ‘client first’ mentality, strong communication skills, personal accountability, and problem solving and conceptual thinking abilities. On a daily basis, the Operations Specialist will assist clients with requests and general inquiries, opening new accounts and transferring assets. The Operations Specialist with also serve as primary liaison with the firm’s custodians, manage and note all client related tasks in CRM, review all prior day transactional activity, complete trading and rebalancing of client accounts, manage the firm’s performance reporting software, and assist in compliance, general account maintenance, tax reporting, quarterly performance reporting and meeting preparation.
The ideal candidate is proficient with Microsoft Outlook, Word and Excel, CRM (Junxure), custodian interfaces (primarily Fidelity), portfolio reporting software (Orion), Worldox, and cloud interface (External IT).
Compensation includes Highly Competitive Salary + Bonus + Benefits.