Operations Associate - Entitlements & Systems Admin

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

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.