Operations & Service Representative

Signature Estate & Investment Advisors, LLC; Tysons (VA); On-site; USD 42,000 - 55,000; Full time

Job summary

Signature Estate & Investment Advisors, LLC in Tysons, VA is seeking an entry-level operations associate to support SEIA advisors and clients by executing core tasks with accuracy and timeliness. You will handle account openings, transfers, data updates across Salesforce and Tamarac, and process service requests according to defined procedures.

This role emphasizes foundational knowledge development and collaboration across custodians.

Qualifications

• Bachelor's Degree from a four-year college or university.
• 0–2 years of related experience or equivalent training.

Responsibilities

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

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 escalat 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.