Operations Specialist - Wealth

TravelCenters of America; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Forge Consulting in Atlanta, GA is seeking an Operations Specialist I - Wealth to support Investment Officers and Client Support Teams in the daily administration of advisory accounts.

You will handle account opening, maintenance, funding, deposits and disbursements, while ensuring accuracy, internal controls and regulatory compliance.

The role requires exceptional written and verbal communication, attention to detail, and a collaborative attitude to drive service improvements and client outcomes.

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent work experience.
• Experience using custodial platforms such as Fidelity or Schwab.
• Strong attention to detail and excellent organizational skills.
• Collaborative attitude and effective written and verbal communication.

Responsibilities

• Account Opening: review and process new/existing client account paperwork with Fidelity/Schwab.
• Account Maintenance: ensure all client records are updated accurately and timely.
• Account Funding: assists in the transferring and re-registering of securities for new accounts.
• Assists in the termination of accounts.
• Processes account deposits and disbursements.
• Maintain internal controls and meet audit and regulatory requirements.
• Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms.
• Assist Operations Manager with special projects and team service improvement.
• Assist with investment account billing set up, processing, and final fee processes at account closing.
• Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed.
• Performs other duties as assigned.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Team collaboration

Interpersonal skills

Education

Bachelor’s degree in business, finance or related field; or equivalent work experience

Tools

Fidelity

Schwab

Job description

Job Summary/Objective

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations Specialist-Wealth should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Account Opening: review and process new/existing client account paperwork with Fidelity/Schwab.
• Account Maintenance: ensure all client records are updated accurately and timely.
• Account Funding: assists in the transferring and re-registering of securities for new accounts.
• Assists in the termination of accounts.
• Processes account deposits and disbursements.
• Maintain internal controls and meet audit and regulatory requirements.
• Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms.
• Assist Operations Manager with special projects and team service improvement.
• Assist with investment account billing set up, processing, and final fee processes at account closing.
• Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed.
• Performs other duties as assigned.

Desired Knowledge, Skills, And Abilities

• Bachelor’s degree in a business, finance or related field, or equivalent work experience
• Experience using custodial platforms (Ex. Fidelity/Schwab)
• Strong attention to detail and excellent organizational skills
• Collaborative attitude
• Excellent written and communication skills
• Ability to communicate thoughts and findings to management effectively and efficiently
• Be a positive influence on co-workers
• Be creative, passionate, fun, and energetic to impact our mission

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Travel Requirements

• Less than 5% of the time, but occasional travel is necessary.