Operations Associate

Davenport & Co.; Richmond (VA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) safe harbor

Profit sharing

Disability insurance

Life insurance

HDHP + HSA

On-site Health Center

Paid Time Off

Dental benefits

Wellness programs

Volunteer opportunities

Job summary

Davenport & Co. in Richmond, VA is seeking an Operations Associate to support the Operations Department through system administration and entitlement management, including NetX360 access, account and asset servicing, and transitions for financial advisors.

This full-time, non-exempt role emphasizes accuracy, collaboration with internal teams and vendors, and the ability to build reports and maintain records while adapting to a dynamic work environment.

Qualifications

• College degree or equivalent work experience required.
• Prior experience with platform access entitlements preferred.
• General understanding of basic accounting concepts.
• Proficiency in Microsoft Office Suite Products.
• Self-directed, resourceful, and able to exercise sound judgment.
• Strong communication skills, including timely issue escalation.
• Organized and detail-oriented, with the ability to prioritize competing demands.
• Ability to adapt to and work within a changing, moderately noisy work environment.
• Brokerage industry knowledge and experience a plus.

Responsibilities

• Manage system platform entitlements and administrative tasks with a high level of accuracy
• Process a variety of account and asset servicing transactions, including involvement in on-site financial advisor transitions
• Run and build system platform reports as needed
• Serve as a liaison among firm departments and vendors, including Client Services and/or PCTD, to resolve technical issues
• Collaborate with co-workers to deliver solutions to support operational needs as they arise
• Maintain records and files as required
• Perform other responsibilities and projects as needed

Skills

Entitlements management

Analytical thinking

Communication skills

Organization

Education

College degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

OPERATIONS ASSOCIATE

Location: Richmond, VA

Department: Operations

Hiring Range: $50,000 – $60,000

OVERVIEW

This full-time, non-exempt position supports the Operations Department through system administration and entitlement management, including NetX360 access, account and asset servicing, financial advisor transitions, and coordination with internal departments and external vendors.

RESPONSIBILITIES

• Manage system platform entitlements and administrative tasks with a high level of accuracy
• Process a variety of account and asset servicing transactions, including involvement in on-site financial advisor transitions
• Run and build system platform reports as needed
• Serve as a liaison among firm departments and vendors, including Client Services and/or PCTD, to resolve technical issues
• Collaborate with co-workers to deliver solutions to support operational needs as they arise
• Maintain records and files as required
• Perform other responsibilities and projects as needed

QUALIFICATIONS

• College degree and/or equivalent work experience required
• Prior experience with platform access entitlements preferred
• General understanding of basic accounting concepts
• Proficiency in Microsoft Office Suite Products
• Self-directed, resourceful, and able to exercise sound judgment
• Strong communication skills, including timely issue escalation
• Organized and detail-oriented, with the ability to prioritize competing demands
• Ability to adapt to and work within a changing, moderately noisy work environment
• Brokerage industry knowledge and experience a plus

SALARY & BENEFITS

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with a HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.