Remote Operations Associate - Wealth Mgmt Support

CJM Wealth Advisers, Ltd.; Falls Church (VA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

HSA

401(k) with profit sharing and match

E-ZPass reimbursement

Paid time off

Job summary

CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage day-to-day operational needs, enabling seamless, high-touch client experiences.

The role involves processing account paperwork, maintaining CRM data, and coordinating with custodians to resolve issues. A focus on accuracy, multi-tasking, and professional communication is essential.

Qualifications

• Bachelor's degree in Business, Finance, or related field preferred or equivalent experience.
• 2-4 years of professional experience in financial planning, wealth management, or the RIA industry.
• Strong attention to detail, organizational skills, and ability to manage multiple requests through completion.
• Experience with Salesforce, Orion, Pershing, or similar wealth management platforms is highly desirable.

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 escalation operational issues or process improvements that may impact efficiency or service quality.
• Maintain client confidentiality and adhere to firm compliance and regulatory requirements.

Skills

Attention to detail

Organizational skills

Communication skills

Professionalism

Education

Bachelor's degree in Business or Finance

Tools

Salesforce

Orion

Pershing

CRM systems

Job description

CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage day-to-day operational needs, enabling seamless, high-touch client experiences.

The role involves processing account paperwork, maintaining CRM data, and coordinating with custodians to resolve issues. A focus on accuracy, multi-tasking, and professional communication is essential.