Operations Associate - Wealth Management Support (Hybrid)

Hightower Advisors; Chicago (IL); Híbrido; USD 70.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision on day one

Paid parental leave

Hybrid schedule: in-office Mon-Thu, Wf

401k matching

HSA contributions

Student loan assistance

Pet insurance

Gym in Chicago office

Flexible PTO plan

Fringe benefits

Descripción de la vacante

Hightower Advisors in Chicago is seeking an Operations professional to support client agreements, custodian maintenance and cross‑department workflows. Reporting to the Manager of Operations, you will enforce standard documentation, run routines, and implement quality controls in a fast‑paced environment.

You will create, maintain and terminate custodian access, manage rep codes and data feeds for advisor practices and the Hightower Home Office, and collaborate with finance and client reporting

Formación

• Bachelor's degree in business administration, operations management, or related field.
• 1+ years of experience in operations or a similar role.
• Excellent communication skills and attention to detail.
• Experience working with high-net-worth advisors/representatives.
• Knowledge of industry regulations and compliance standards.

Responsabilidades

• Execute and monitor operational processes, ensuring adherence to guidelines.
• Collaborate with finance, centralized services, and client reporting to streamline workflows.
• Create, maintain, and terminate custodian access for all individuals and advisor practices.
• Create, maintain, and terminate rep codes and data feed connections for advisor practices and Hightower Home Office.
• Work closely with firms transitioning into Hightower.
• Handle special projects as needed.

Conocimientos

Communication skills

Attention to detail

Customer service

Ability to work in fast-paced env

Educación

Bachelor's degree in business administration or operations management

Herramientas

Fidelity Wealthscape

Schwab Advisor Center

Pershing Netx360+

Salesforce

Descripción del empleo

Hightower Advisors in Chicago is seeking an Operations professional to support client agreements, custodian maintenance and cross‑department workflows. Reporting to the Manager of Operations, you will enforce standard documentation, run routines, and implement quality controls in a fast‑paced environment.

You will create, maintain and terminate custodian access, manage rep codes and data feeds for advisor practices and the Hightower Home Office, and collaborate with finance and client reporting