Operations Service Associate - Financial Planning - RIA

CJM Wealth Advisers, Ltd.; Falls Church (VA); Hybrid; USD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Employer-paid health insurance

HSA

401(k) with profit sharing and company

matching

E‑ZPass reimbursement

Paid time off

Alternate Fridays off

Zusammenfassung

CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage daily operational needs. You will handle account paperwork, maintain CRM data, and assist with onboarding, transfers, and reporting.

The role offers hybrid work with remote 3 days per week, competitive compensation, and a comprehensive benefits package including health insurance, HSA, 401(k) matching, and personal development opportunities.

Qualifikationen

• Bachelor’s degree or equivalent experience required.
• 2–4 years of experience in financial planning, wealth management, or RIA industry.
• Strong attention to detail and organizational skills.
• Comfortable with technology and committed to continuous learning and process improvement.
• Experience with wealth management platforms (Salesforce, Orion, Pershing) is desirable.
• Strong written and verbal communication and professionalism.
• Salary and bonus commensurate with experience.
• Comprehensive benefits including health insurance, HSA, 401(k) with profit sharing and matching, PTO, and other perks.
• Alternate Fridays off in summer, hybrid work, volunteer days.
• Professional development opportunities and collaborative environment.
• Compensation range: $60,000-$80,000 annually, plus eligibility for annual bonus and company perks.

Aufgaben

• Own operational and service requests from initiation through completion.
• Prepare and process account paperwork including new accounts, maintenance, transfers, and money movement.
• Maintain accurate client and household information in the CRM and systems.
• Support client meeting preparation by gathering information and generating reports.
• Assist with client onboarding, asset transfers, cash management, data reconciliation, and performance reporting.
• Liaise with custodians, vendors, and internal teams to resolve operational issues.
• Identify and escalate operational issues or process improvements.
• Maintain client confidentiality and comply with firm regulations.

Kenntnisse

Attention to detail

Organizational skills

Multitasking

Written and verbal communication

Professionalism

Learning mindset

Tech-savviness

Ausbildung

Bachelor’s degree in Business, Finance, or related field

Tools

Salesforce

Orion

Pershing

Jobbeschreibung

Job Type: Full-time, Flex hours, Remote 3 days/week

CJM is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a focus on personalized service and strategic financial planning, we empower individuals and families to achieve their financial goals and secure their financial future.

Position Overview:

The Operations Service Associate (OSA) is a key member of the firm’s operations team, supporting Financial Planners and managing the day‑to‑day operational needs that help deliver seamless, high-touch client experiences.

Responsibilities:

• Own operational and service requests from initiation through completion, ensuring accurate and timely processing and follow-up.
• Prepare and process account paperwork, including new accounts, maintenance, transfers, money movement, beneficiary changes, and other custodian-related requests.
• Maintain accurate client and household information within the firm’s CRM and other systems.
• Support client meeting preparation by gathering information, generating reports, maintaining records, and coordinating follow-up items.
• Assist with client onboarding, asset transfers, cash management, data reconciliation, and performance reporting.
• Serve as a liaison with custodians, vendors, and internal team members to research and resolve operational issues.
• Identify and elevate operational issues or process improvements that may impact efficiency or service quality.
• Maintain client confidentiality and adhere to firm compliance and regulatory requirements.

Preferred Qualifications:

• Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent experience.
• 2–4 years of professional experience, preferably in financial planning, wealth management, or the RIA industry.
• Strong attention to detail, organizational skills, and ability to manage multiple requests through completion.
• Comfortable with technology and committed to continuous learning and process improvement.
• Experience with Salesforce, Orion, Pershing, or similar wealth management platforms is highly desirable.
• Strong written and verbal communication skills and a high level of professionalism.
• Competitive salary and bonus commensurate with experience.
• Comprehensive benefits package, including employer-paid health insurance, HSA, 401(k) with profit sharing and matching, E‑ZPass reimbursement, and paid time off.
• Alternate Fridays off during the summer, flexible start times, hybrid work arrangement, andvolunteer days.
• Professional development opportunities, including FPA membership, conference attendance, and continuing education support.
• Collaborative work environment focused on teamwork, learning, and professional growth.
• Compensation range: $60,000-$80,000 annually, plus eligibility for annual bonus and company perks.