File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobTitle

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:

Job Title

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Senior Operations Analyst

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCode

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Job Code

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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0

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCategoryName

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Job Category

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JobTypeName

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Job Type

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JobLocationName

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Job Location

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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PublishOnDate

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Date Posted

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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May 25 2023 12:00:00:000AM

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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ExpireOnDate

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Expires On

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:

Jul 31 2023 12:00:00:000AM

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://

Responsibilities

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:

Responsibilities

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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.

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Qualifications

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Qualifications

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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

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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RequiredYearsOfExperience

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:

Required Years of Experience

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:

3

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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AdditionalInfo

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Additional Info

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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SalaryRange

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:

Salary Range

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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$80K to $100K