Senior Operations Analyst
May 25 2023
Jul 31 2023
Join a young entrepreneurial RIA firm who focuses on long-term career trajectory that will have a meaningful impact of the company's growth. As a Senior Operations Analyst, reporting to the Director of Operations, your responsibilities will include:
- Engage in daily communication with third-party administrators, custodians, advisors, and client requests.
- Analyze processes to identify inefficiencies and areas where improvements can be made.
- Assist in leading back-office operations and technology strategy, including implementation and maintenance of app integrations and automation.
- Bachelor's degree
- 3+ years of experience working in an operations role (RIA preferred)
- Experience working with Charles Schwab and Fidelity custodian platforms
- Advanced experience with fin tech including Orion, ByAllAccounts, RedTail, and eMoney (preferred)
- Detail-oriented with excellent organizational, multi-tasking and prioritization skills
Required Years of Experience:
$80K to $100K