UHNW Wealth Ops Specialist (Scottsdale)

Beacon Pointe Advisors LLC; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Beacon Pointe Advisors is seeking an exceptional Operations Specialist for our Central Support team in Scottsdale, AZ, to support Ultra High Net Worth clients. The successful candidate will join a talented group delivering investment management and financial planning services to high-net-worth individuals, families and institutions.

You will prepare client account paperwork, coordinate with custodians, perform quality control, handle time-sensitive tasks, maintain files in Salesforce and

Qualifications

• Undergraduate degree in Finance, Business or Economics preferred.
• 5+ years of relevant experience; preferably with a Registered Investment Advisor, investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Self-starter with ability to work in a fast-paced environment.

Responsibilities

• Prepare, submit and follow-up on client account paperwork for multiple custodians.
• Work with complex account registrations (e.g., Irrevocable Trusts, Testamentary Trusts, Corporations, LLCs).
• Quality control of submitted requests and account setup in Reporting Platform.
• Handle time-sensitive cashiering tasks including capital call fulfillment.
• Execute account maintenance tasks such as terminations and special requests.
• Review custodian alerts and document in applicable systems to resolve issues.
• Liaise with custodians to ensure efficient completion of requests.
• Assist in preparation of Alternative Investments paperwork, subscriptions, redemptions, capital calls.
• Research and respond to routine-to-complex inquiries within service levels.
• Handle inquiries from advisor teams related to account/data discrepancies.
• Maintain client files in CRM (Salesforce) and Tamarac.
• Participate in team meetings and drive process improvements.

Skills

Interpersonal communication

Attention to detail

Time management

Self-starter

Customer service

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce CRM

Tamarac Advisor View

Microsoft Office

Job description

Beacon Pointe Advisors is seeking an exceptional Operations Specialist for our Central Support team in Scottsdale, AZ, to support Ultra High Net Worth clients. The successful candidate will join a talented group delivering investment management and financial planning services to high-net-worth individuals, families and institutions.

You will prepare client account paperwork, coordinate with custodians, perform quality control, handle time-sensitive tasks, maintain files in Salesforce and