- Prepare client account paperwork, submit to custodians and follow-up to confirm completion
- Quality control of submitted requests and account set up in Reporting Platform following firm procedures
- Handle time sensitive cashiering tasks including capital call fulfillment
- Execute account maintenance tasks such as account terminations and other special requests as directed
- Review custodian alerts, document in applicable systems and follow-up as needed to resolve
- Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
- Research and respond to routine-to-complex inquires within defined service level commitments
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac)
- Partner with internal teams to document, review and update firm policies & procedures
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred)
- 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity institutional platforms, Pershing and paperwork preferred
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Operations Specialist - Scottsdale - Beacon Pointe Advisors
Description
Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates.
Responsibilities
Qualifications
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
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Operations Specialist
Only for registered members Scottsdale, AZ
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Operations Specialist
Only for registered members Scottsdale, AZ
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Operations Specialist
Only for registered members Scottsdale
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Operations Specialist
Only for registered members Scottsdale, AZ
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Operations Specialist
Only for registered members Scottsdale
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Operations Specialist
Only for registered members Scottsdale
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Operations Specialist
Only for registered members Scottsdale
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Operational Support Specialist
Only for registered members Scottsdale, AZ
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Operations Specialist I
Only for registered members Scottsdale, Arizona, United States
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Financial Operations Specialist
Only for registered members Scottsdale, AZ
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Administrative Operations Specialist
Only for registered members Scottsdale, AZ
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Operational Support Specialist
Only for registered members Scottsdale
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Financial Operations Specialist
Only for registered members Scottsdale
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Operations Processing Specialist
Only for registered members Scottsdale
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Benefits Operations Specialist
Only for registered members Scottsdale
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Senior Loan Operations Specialist
Enterprise Bank & Trust- Scottsdale
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Cruise Operations Support Specialist
Only for registered members Scottsdale, AZ
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Operational Technology Systems Specialist
Only for registered members Scottsdale, AZ
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Financial Operations Specialist
Full time Only for registered members Scottsdale
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Desk Operations Specialist
Only for registered members Scottsdale
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Operational Technology Systems Specialist
Only for registered members Water Campus - E. Hualapai Drive, Scottsdale, AZ, AZ