1st Opulence Financial · 1 day ago
Wealth Management Operations Associate
Burlington, WI
Full-time
Onsite
Entry Level
$45K/yr - $55K/yr
1+ years exp1st Opulence Financial is a Financial Services and Retirement planning specialist dedicated to protecting clients' principal and keeping financial strategies simple. They are looking for a full-time experienced Wealth Management Associate to support the COO with daily operations, client services, and office administration in a growing wealth management firm.
Financial ServicesLife InsuranceRetirement
Responsibilities
Support COO with back-end management of the firm's portfolio management system and CRM including data maintenance, creating/running reports and managing data feeds
Management of Firm's file database program and document sharing system
Maintain compliance reporting/record keeping requirements
Work with Advisor to ensure they are prepared for all meetings
Prepare and ensure new business paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures
Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client questions via telephone and face to face
Process client cash requests and assist with other tasks using custodial platforms
Qualification
Required
2+ years of relevant experience
Exceptional organizational skills and attention to detail
Proven ability to quality check one's work for accuracy
Excellent communication and interpersonal skills
Critical thinking and problem-solving skills required; comfortable following procedures and working backwards from stated end goals with limited direction
Ability to work independently, and as part of a team
Adept at using technology to solve problems
Adaptable team player
Financial planning: 1 year (Required)
Ability to Relocate: Burlington, WI 53105: Relocate before starting work (Required)
Work Location: In person
Preferred
High school or equivalent
Ability to Commute: Burlington, WI 53105
Benefits
401(k) matching
Paid time off
Retirement plan
Company
1st Opulence Financial
1st Opulence Financial is a financial service company that provides life insurance and retirement services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brian Whitaker
Owner
Company data provided by crunchbase