Operations Specialist

Composition Wealth; Seattle (WA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan with employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

An independent investment advisory firm is seeking an Operations Specialist for their Seattle office. This full-time position involves managing financial operations and ensuring seamless execution of back-office functions. Candidates should possess strong analytical skills and proficiency in financial systems like Black Diamond and Orion. The role offers competitive compensation and a hybrid work environment.

Qualifications

• Minimum of 2 years of relevant experience.
• Background in financial services is preferred.

Responsibilities

• Manage Black Diamond data to ensure accurate portfolio performance reporting.
• Conduct research and analysis on performance calculations.
• Reconcile data between Orion and other systems.
• Develop and maintain client portals.

Skills

Analytical skills

Financial systems proficiency

Time management

Problem-solving

Education

College degree or equivalent experience

Tools

Black Diamond

Orion

Job description

This range is provided by Composition Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $90,000.00/yr

Direct message the job poster from Composition Wealth

HR/Recruiting Director, Composition Wealth, an Independent Investment Advisory Firm

A Unique Opportunity at Composition Wealth – an award-winning independent RIA with an amazing culture and national footprint.

Composition Wealth is an independent, nationally ranked investment advisory firm with offices in Los Angeles, Seattle, San Francisco, New York, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Composition Wealth is seeking a full-time Operations Specialist to join our Technology team in our Seattle, WA office. This position is instrumental in supporting our advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. This role is pivotal in helping our financial operations and ensuring the seamless execution of various back-office functions. The ideal candidate will possess a strong understanding of economic systems, exceptional analytical skills, and a commitment to operational excellence.

Job Responsibilities

• Manage Black Diamond data to ensure accurate portfolio performance reporting and provide deep expertise in the platform.
• Conduct research and analysis on performance calculations to ensure accurate, compliant reporting for client portfolios.
• Reconcile data between Orion and other systems to ensure data consistency and operational efficiency.
• Classify assets correctly and maintain up-to-date records of private investments, providing regular monthly and quarterly reports.
• Develop and maintain client portals, including document postings, ensuring user-friendly access to financial information.
• Identify inefficiencies and recommend process improvements to enhance accuracy, scalability, and client experience.
• Help develop and document standard operating procedures (SOPs).
• Assist in firmwide projects such as custodial transitions or technology integrations.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Detail-oriented with a focus on accuracy and completeness in financial reporting and data management.
• Proficient in financial systems, particularly in Black Diamond and Orion.
• Strong problem-solving abilities and proactive approach to identifying and resolving issues.
• Effective time management skills, handling multiple priorities and meeting deadlines in a fast-paced environment.

Education/Experience

• A college degree or equivalent experience is required.
• A minimum of 2 years of relevant experience.
• Background in financial services is preferred.

Why Work at Composition Wealth?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.
• Salary range: $75,000 - $90,000

This role is a hybrid in-office/remote work and full-time position in our Seattle office reporting to the firm’s Director of Technology.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research

Referrals increase your chances of interviewing at Composition Wealth by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

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