Operations Assistant

At Advanced Wealth Management our mission is to help people make even better decisions with their money. As a family-owned, client focused company we take pride in customizing strategies for each client based on their unique goals and circumstances. We are looking for an Operations Assistant who will help us continue to provide exceptional service to our clients.

Summary of Responsibilities

The Operations Assistant provides client service support and assists with administrative support in the day-to-day operations of the firm. This position works closely with other members of the Advanced Wealth Management team to ensure that client requests are answered in the appropriate time frame.

Job Responsibilities

  • Provide service to AWM clients as directed.

  • Maintain accurate records of client communication.

  • Draft emails, letters, and prepare paperwork as assigned.

  • Assist in meetings with clients to take notes and go through paperwork; ensure that all required forms are completed accurately.

  • Work respectfully with other staff members to ensure all necessary follow-up client work is completed.

  • Generate reports, such as Holdings Reports, Portfolio Summary, Performance Reports, Morningstar Snapshot, Wealth Guide and others as necessary for meetings with clients.

  • Prepare and send outgoing mail. Collect and process incoming mail.

  • Answer phones and direct calls to the appropriate person.

  • This position provides opportunities for occasional travel to meet with clients or attend conferences and events, sometimes overnight or for multiple days.

Benefits

  • Paid Time Off

  • Health Insurance, employee premium paid 100% by employer

  • 401(k) Retirement Plan with employer match

  • Group Life Insurance

  • Short and Long-Term Disability Plans

  • Additional paid time off, including 10 holidays

Required knowledge, skills, and competencies

  • BA or BS preferred but not required

  • Knowledge of investment/insurance industry operations and terminology preferred

  • Ability to handle multiple projects simultaneously and operate successfully under deadlines

  • Excellent verbal and written communication skills

  • Proficiency with computer programs, including the Microsoft Office Suite (Word and Excel), and ability to learn others as needed

  • Ability to establish rapport with clients and coworkers, and commitment to team success

  • Commitment to providing exceptional service to our clients

  • Commitment to ethical business practices and confidentiality

Physical Demands & Work Environment

An employee in this role will be working in an office environment where they are regularly sitting, using a computer, and communicating with others and may occasionally lift 20 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.

 

Advanced Wealth Management is committed to providing a safe workplace for our staff and to serve as a positive force in ending the COVID 19 pandemic. We believe that requiring vaccinations as a term of your employment serves this commitment.  All employees are required to provide proof of COVID-19 vaccination or qualification for a medical or religious exemption. By applying for this position, you represent you meet these job requirements. Failure to do so will disqualify you from employment.

 

Advanced Wealth Management is an EEO employer. For more information about us, please visit: https://www.advancedwealthmanagement.com/  

 

All interested applicants will need to pass a pre-employment background check.

To apply, please email a cover letter and resume to ted@advwealth.com.