Wealth Operations Specialist: Growth & Impact

Forge Consulting; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Health & Wellness

401(k) with employer match

PTO and holidays

Education assistance

Parental leave

Volunteer time off

Career growth

People-first culture

Job summary

The Forge Companies is seeking an Operations Specialist I - Wealth to support Investment Officers and Client Support Teams in daily administration and management of advisory accounts. The role requires self-motivation, multi-tasking, and strong communication and interpersonal skills to ensure accurate and timely service delivery.

As part of Advocacy Wealth Management, you will review client paperwork, maintain records, assist in funding and billing, and collaborate across Operations to meet

Qualifications

• Bachelor's degree in business, finance or related field
• Experience using custodial platforms such as 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
• Be a positive influence on co-workers
• Be creative, passionate, fun, and energetic to impact our mission

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 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

Excellent written communication

Collaborative attitude

Positive influence

Time management

Education

Bachelor's degree in business/finance

Tools

Fidelity/Schwab platforms

Job description

The Forge Companies is seeking an Operations Specialist I - Wealth to support Investment Officers and Client Support Teams in daily administration and management of advisory accounts. The role requires self-motivation, multi-tasking, and strong communication and interpersonal skills to ensure accurate and timely service delivery.

As part of Advocacy Wealth Management, you will review client paperwork, maintain records, assist in funding and billing, and collaborate across Operations to meet