- High School Diploma required, bachelor's degree preferred.
- Microsoft Excel experience required
- Billing Experience strongly preferred
- Orion, MS Dynamic, & MS Access experience preferred
- Financial services industry experience preferred
- Manage the calculation and collection of HBK Sorce Advisory's (HBKS) periodic investment management fees.
- Reconcile the collection and recording of the firm's revenue sources and update the firm's internal revenue tracking system.
- Provide billing support for internal departments and external vendors, responding timely to questions and concerns.
- Develop best practices and maintain internal procedures to improve efficiency and maximize accuracy.
- Extract, analyze and interpret data from various sources, displaying a high attention to detail.
- Prepare, consolidate and/or analyze periodic reports for management; identify, research, monitor and report operational trends that affect business performance.
- Assist with special studies/research requiring financial and operations analysis as requested by the Principals or Chief Operations Officer.
- Display a high degree of technical and professional competence with strong analytical, problem-solving, organizational skills with the ability to make independent decisions and manage projects.
- Use reasonable care and exercise independent professional judgement when making recommendations.
- Maintain excellent communication with Principals and HBKS team members to ensure work is performed accurately and efficiently.
- Maintain strict confidentiality of all clients and the firm business and perform activities in a manner consistent with the applicable HBKS Wealth Advisor compliance, operations, and human resource manuals.
- Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, HBKS and HBKS team members. Practice in a professional and ethical manner that will reflect credit on themselves and HBKS.
- Maintain the firm name in the public through speaking engagements, community involvement and participation in business, civic and professional activities.
- Place the interests of clients above their own personal interests.
- Maintain and improve their professional competence while demonstrating a strong commitment to the firm.
- Assist in the completion of various duties and tasks as required.
- Work overtime as needed.
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance.
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 10.5 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
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Operations Fee Specialist - Warrendale, United States - HBKS Wealth Advisors
3 weeks ago
Description
Operations - Fee SpecialistHBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Operations Fee Specialist.
SUMMARY:
The Operations Fee Specialist works directly with the Operations Team under the direction of the Chief Operating Officer in responsibility and authority. Operations Fee Specialists are responsible for performing and/or assisting in revenue calculation and related business management processes, and information & technology duties.
REQUIREMENTS:
BENEFITS WE OFFER:
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
