Operations & Service Representative

Signature Estate & Investment Advisors, LLC; Los Angeles (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Signature Estate & Investment Advisors, LLC is seeking an entry-level operations associate to support SEIA advisors and their clients. The role emphasizes accuracy, timeliness, and foundational knowledge development across custodial and platform systems.

The position focuses on executing core operational tasks and ensuring data integrity, enabling smooth client service and effective account management across multiple platforms.

Qualifications

• Bachelor's Degree or 0-2 years related experience or equivalent combination of education and experience.
• Proficient with Excel, Outlook, Word, PowerPoint and CRM software.

Responsibilities

• Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements).
• Maintain and update client and account data across systems (Salesforce, Tamarac, custodians).
• Process service requests from advisors and clients with defined procedures.
• Monitor workflows, alerts, and queues to ensure timely completion of tasks.
• Identify errors or discrepancies and escalate appropriately.
• Support operational needs across Schwab, Fidelity, AssetMark, SEI, CAIS, iCapital, insurance, and brokerage platforms.

Education

Bachelor's Degree

Tools

Excel

Order Processing Systems

Word

Outlook

PowerPoint

CRM software

Job description

Entry-level role responsible for executing core operational and service functions that support SEIA advisors and their clients. This position focuses on accuracy, timeliness, and foundational knowledge development across custodial and platform systems.

Key Responsibilities

• Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements)
• Maintain and update client and account data across systems (Salesforce, Tamarac, custodians)
• Process service requests from advisors and clients with defined procedures
• Monitor workflows, alerts, and queues to ensure timely completion of tasks
• Identify errors or discrepancies and escalation appropriately
• Support operational needs across Schwab, Fidelity, AssetMark, SEI, CAIS, iCapital, insurance, and brokerage platforms

QUALIFICATIONS:

• Bachelor's Degree (BA) from four-year college or university, or 0 to 2 years of related experience and/or training, or equivalent combination of education and experience.
• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.