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Operations Specialist
Job Description
Location: West Hartford, CT
Industry: Financial Services / Wealth Management
Compensation: $60,000–$80,000 base salary commensurate with experience, plus discretionary bonus eligibility; full benefits package offered
A well-established, boutique wealth management firm is seeking a Financial Operations Specialist to join their firm! Alongside an existing Operations team member and under a senior leader, this person will be provided with hands-on training and mentorship as the firm continues to grow.
This position is ideal for a candidate with 2+ years of experience in financial services/wealth management who is detail oriented, collaborative, and values being part of a small team.
Qualifications
- Bachelor's degree required - preferably in finance or a related field
- 2+ years of experience in financial services / wealth management
- Proficiency in Microsoft Excel and Financial software systems
- Must be willing to undergo background and credit checks
- Perform daily data downloads and updates within portfolio management and related systems
- Reconcile portfolio management system data against custodian records
- Assist with trading activities using wealth management software
- Conduct daily cost basis reconciliations
- Support the monthly client billing process
- Serve as a liaison to bookkeeping and accounting functions
- Prepare monthly and quarterly operational and reporting packages
- Assist leadership with compliance-related tasks and documentation
- Manage relationships with software providers and vendors, including renewals and procurement tracking
- Document, catalog, and improve routine office procedures and workflows
- Provide operational support to the Advisory team as needed
INDA
Meet Your Recruiter
Jake Anderson
Staffing Manager, Professional Services
Jake Anderson, the eldest of four siblings, hails from the charming town of Glastonbury, Connecticut, where he grew up in a bustling household of six, accompanied by two lively Boston Terriers. His journey through life has been marked by a combination of academic excellence, work ethic, and a deep passion for sports.
In 2021, Jake proudly earned his Bachelor of Science degree in Business-Human Resources, with a minor in Psychology, from Marist College in Poughkeepsie, New York. His dedication to academics was complemented by his commitment to hard work, as he spent summers during high school and college laboring at a local golf course, honing his skills and building valuable life experiences.
Jake's career took off in September 2021 when he embarked on a professional journey within the office support group. Here, he specializes in filling both temporary and permanent roles across a diverse range of fields, including administration, clerical work, human resources, accounting, and manufacturing. His innate ability to connect with people and find the perfect fit for each position has made him an invaluable asset in the world of staffing and recruitment.
Beyond his professional pursuits, Jake's heart beats for the Boston Red Sox, a testament to his unwavering loyalty to his team. He's not just a fan; he's a true "die-hard" Red Sox enthusiast who follows their every game and passionately supports them through thick and thin.
Jake's love for adventure and cultural exploration led him to study abroad in the enchanting city of Florence, Italy, for a semester. This experience broadened his horizons, allowing him to immerse himself in a rich tapestry of art, history, and cuisine.
Jake Anderson's story is one of dedication, academic achievement, and a deep-rooted passion for life's diverse experiences. As he continues to carve his path in the world of business and human resources, there's no doubt that his journey will be marked by success and unwavering enthusiasm for the pursuits that ignite his soul.