Operations & Service Representative
L3
signature estate investment advisorsTysons Corner, VA3 days ago
Occupations
Office Clerks, GeneralBrokerage ClerksSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveIndustries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsRole Summary:
Entry-level role responsible for executing core operational and service functions that support SEIA advisors and their clients. This position focuses on accuracy, timeliness, and foundational knowledge development across custodial and platform systems.
Key Responsibilities:
Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements)Maintain and update client and account data across systems (Salesforce, Tamarac, custodians)Process service requests from advisors and clients with defined procedures Monitor workflows, alerts, and queues to ensure timely completion of tasks Identify errors or discrepancies and escalate appropriately Support operational needs across Schwab, Fidelity, Asset Mark, SEI, CAIS, iCapital, insurance, and brokerage platformsQUALIFICATIONS:• Bachelor's Degree (BA) from four-year college or university, or 0 to 2 years of related experience and/or training, or equivalent combination of education and experience.• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (Power Point); and CRM software.
Apply now
Level
JuniorL3
Location
Tysons Corner, VA
Occupation
Office Clerks, General
Industry
Trust, Fiduciary, and Custody Activities
Posted
3 days ago
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