Operations Assistant

Operations Assistant Position

Integrated Partners is seeking a qualified candidate to support a flourishing RIA with a dynamic growth model. An ideal candidate is an adept individual who is highly organized, confident and motivated as well as comfortable in a fast-paced environment.

This team member will provide support of the day to day operations of the firm working closely with advisors and other management team members, along with periodically providing administrative support to the advisor’s clients.

It is expected the individual will take initiative to resolve problems and issues that may arise internally, as well as from external influences, by interpreting policies and collaborating with colleagues.

· Main contact for training, troubleshooting and answering questions related to submitting financial planning paperwork.

· Paperwork Support: Answer questions related to Custodial/outside company paperwork

· Submit applicable advisor forms to Custodians

· General Project Assistance

· Troubleshoot Operations reporting/custodial set up questions

· Advisor Support: providing administrative support to advisors when needed

2-3 years experience as a Client Service Representative

Familiarity with Schwab, Fidelity or LPL

Problem solving skills

Proficient data entry skills

Ability to work independently and as a team member

Time management skills

Full Time position

Remote or hybrid

Salary $60 - $65, based on experience

Equal Opportunity Employer

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: Remote