Advance your career in the financial services industry!This Jobot Job is hosted by: Jennifer Whitworth
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Salary: $75,000 - $85,000 per year
A bit about us:We are a nationally recognized wealth management firm dedicated to helping families thrive by aligning their wealth with their purpose. Our team is passionate about making a positive impact on our clients' lives, and we are looking for a like-minded individual to join us.
Job Title: Portfolio Operations Specialist
Compensation: $75k-$85k/year and bonus
Location: Phoenix, AZ - Hybrid after 90 days (2 days WFH)
Why join us?- Competitive pay
- 8% bonus
- 90% company paid insurance
- 4 weeks PTO
- Profit sharing
- Opportunity to work hybrid after 90 days
- Career development
Job DetailsWe are currently seeking a dedicated and detail-oriented Portfolio Operations Specialist to join our team. In this role, you will play a crucial part in managing client portfolios, ensuring data accuracy, and facilitating smooth financial operations.
Key Responsibilities:
- Determine specific security trades to be made in client portfolios, considering target allocations, tax situations, and other factors.
- Enter trade instructions in portfolio accounting software (Tamarac Rebalancer - migrating to Adepar).
- Maintain the integrity and accuracy of data in portfolio accounting software.
- Reconcile and document trade data meticulously.
- Facilitate client cash movements as directed by client advisors.
- Communicate effectively with third-party custodians and external advisors.
- Create periodic reports for our management team and Chief Compliance Officer.
Desired Qualifications:
- 2-4 years of experience in the financial services industry, preferably in wealth management.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Familiar with Tamarac/Adepar Rebalancer, SalesForce, and/or Portfolio Center applications.
- Extremely detail-oriented, organized, and thorough.
- Ability to prioritize tasks effectively and manage deadlines.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Excel in a financial context.
- Series 65, 66, or 7 license preferred.
If you have a passion for finance and a desire to work in a collaborative, entrepreneurial environment, we want to hear from you!
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
