Operations Specialist - Wealth

Operations Specialist I - WealthThe Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations Specialist-Wealth should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Account Opening: review and process new/existing client account paperwork with Fidelity/Schwab. Account Maintenance: ensure all client records are updated accurately and timely. Account Funding: assists in the transferring and re-registering of securities for new accounts. Assists in the termination of accounts. Processes account deposits and disbursements. Maintain internal controls and meet audit and regulatory requirements. Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms. Assist Operations Manager with special projects and team service improvement. Assist with investment account billing set up, processing, and final fee processes at account closing. Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed. Performs other duties as assigned. Desired Knowledge, Skills, and Abilities: Bachelor's degree in a business, finance or related field, or equivalent work experience Experience using custodial platforms (Ex. Fidelity/Schwab) Strong attention to detail and excellent organizational skills Collaborative attitude Excellent written and communication skills Ability to communicate thoughts and findings to management effectively and efficiently Be a positive influence on co-workers Be creative, passionate, fun, and energetic to impact our mission