Operations Associate - Entitlements & Transactions

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

Benefits offered by this job

401(k) plan

Profit sharing

Disability insurance

Life insurance

HDHP + HSA

On-site Health Center

Paid time off

Dental benefits

Wellness program

Volunteer opportunities

Job summary

Davenport & Company LLC is seeking an Operations Associate in Richmond, VA. This full-time role supports the Operations Department by administering system entitlements, managing access, and coordinating with internal teams and external vendors to ensure smooth asset servicing and advisor transitions.

The position emphasizes accuracy, attention to detail, and proactive communication. A college degree or equivalent experience is required, with familiarity in brokerage operations and Microsoft

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.

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

System administration

Entitlements management

Communication

Attention to detail

Prioritization

Problem solving

Self-motivation

Education

College degree or equivalent

Tools

Microsoft Office

Job description

Davenport & Company LLC is seeking an Operations Associate in Richmond, VA. This full-time role supports the Operations Department by administering system entitlements, managing access, and coordinating with internal teams and external vendors to ensure smooth asset servicing and advisor transitions.

The position emphasizes accuracy, attention to detail, and proactive communication. A college degree or equivalent experience is required, with familiarity in brokerage operations and Microsoft