Operations Associate - Financial Services: Growth & Benefits

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

Benefits offered by this job

401(k) profit sharing

Disability & life insurance

HDHP + HSA

On-site Health Center

Paid Time Off

Dental benefits

Wellness programs

Volunteer opportunities

Job summary

Davenport & Company LLC is seeking an Operations Associate in Richmond, VA to support the Operations Department through system administration and entitlement management, including NetX360 access and asset servicing.

Responsibilities include processing various transactions, building reports, and coordinating with internal departments and vendors. A college degree and solid MS Office skills are required; brokerage knowledge is a plus, with competitive benefits offered.

Qualifications

• College degree and/or equivalent work experience.
• Prior experience with platform access entitlements.
• 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

College degree

Entitlements knowledge

Accounting concepts

MS Office

Self-directed

Communication skills

Detail-oriented

Adaptability

Brokerage knowledge

Education

College degree or equivalent

Tools

NetX360

Job description

Davenport & Company LLC is seeking an Operations Associate in Richmond, VA to support the Operations Department through system administration and entitlement management, including NetX360 access and asset servicing.

Responsibilities include processing various transactions, building reports, and coordinating with internal departments and vendors. A college degree and solid MS Office skills are required; brokerage knowledge is a plus, with competitive benefits offered.