Wealth Accounts Operations Specialist

The Forge Companies; Atlanta (GA); On-site; USD 45,000 - 70,000; Full time

Job summary

The Forge Companies are seeking an Operations Specialist I - Wealth in Atlanta to support Investment Officers and Client Support Teams in daily administration of advisory accounts. You will manage account paperwork, records, transfers, and billing while maintaining controls and aiding service improvements.

Ideal candidates have a business/finance background, experience with Fidelity/Schwab, and strong organizational and communication skills to drive accurate, timely client service.

Qualifications

• Bachelor’s degree in business, finance or related field.
• Experience using custodial platforms (Fidelity/Schwab).
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to communicate findings to management effectively.
• Positive influence on co-workers.
• Creative, energetic approach to our mission.

Responsibilities

• Review and process new/existing client account paperwork with Fidelity/Schwab.
• Update client records accurately and timely.
• Assist in transferring and re-registering securities for new accounts.
• Support account terminations, deposits and disbursements.
• Maintain internal controls and meet audit and regulatory requirements.
• Perform general administrative duties and CRM data maintenance.
• Assist Operations Manager with special projects and service improvements.
• Assist with investment account billing setup, processing, and final fee processes.
• Collaborate with Operations to provide backup or assistance when needed.
• Performs other duties as assigned.

Skills

Bachelor’s degree

Custodial platforms experience

Attention to detail

Communication skills

Team collaboration

Education

Bachelor’s degree in business/finance

Tools

Fidelity/Schwab

Job description

The Forge Companies are seeking an Operations Specialist I - Wealth in Atlanta to support Investment Officers and Client Support Teams in daily administration of advisory accounts. You will manage account paperwork, records, transfers, and billing while maintaining controls and aiding service improvements.

Ideal candidates have a business/finance background, experience with Fidelity/Schwab, and strong organizational and communication skills to drive accurate, timely client service.