1-3 years of experience in Financial Services preferred, or relevant experience in other fields.
Previous customer service or financial analysis experience is a plus.
Familiarity with Salesforce or similar CRM platforms is welcomed.
BA/BS degree in finance or a related field preferred.
Proficient in MS Office applications, including Word, Excel, and PowerPoint.
Detail-oriented with strong organizational skills.
Self-starter with the ability to work independently and in a team.
Responsibilities
Coordinate daily workflow by tracking assignments, priorities, and deadlines.
Develop and maintain workflows to ensure timely client-related responsibilities.
Support administration of client financial accounts and operational needs.
Review daily account activity for accuracy and timely resolution of issues.
Assist with project-oriented assignments and maintain client database organization.
Maintain accurate client records and seek opportunities for process improvement.
Proactively develop skills and industry knowledge to enhance team contributions.
Benefits
Medical, dental, and vision insurance coverage starting on the first day of employment.
Paid parental leave (16 weeks for primary caregiver, 8 weeks for secondary caregiver).
401k matching plan to support retirement savings.
Employer contributions to Health Savings Accounts (HSA).
Student loan assistance to help manage educational debt.
Pet insurance to support pet owners.
Full Job Description
The Role
We are seeking a Operations Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. This person should be comfortable working across the team, communicating proactively and following up with colleagues to help keep the team moving forward. As a rapidly growing company, opportunities for internal growth and career development are plentiful.
Responsibilities
Coordinate the team's day-to-day workflow by tracking assignments, priorities and deadlines, following up on outstanding items, and proactively identifying anything requiring additional attention.
Develop and maintain consistent workflows and processes that keep the team organized and ensure client-related responsibilities are handled accurately and on time.
Support the administration of client financial accounts, including account maintenance, money movement, documentation and other operational needs.
Review daily account activity, fund transfers and prior-day transactions to ensure accuracy and timely resolution of outstanding items.
Support project-oriented assignments and broader firm initiatives, including maintaining the accuracy and organization of the client database, coordinating with internal stakeholders and helping drive projects through completion.
Maintain accurate client records, files and documentation, provide administrative and office support as needed, and continually look for opportunities to improve organization, efficiency and team processes.
Take initiative to continuously develop skills and industry knowledge to strengthen your contribution to the team and enhance the overall client experience.
The Person
The candidate should have strong professional verbal and written communication and interpersonal skills, as well as the ability to motivate self and others to deliver high-quality output, possibly within tight timeframes. The position requires the willingness to work a flexible schedule, including. select travel, and offers an attractive development path within Hightower.
The ideal candidate will have experience and attributes in the following areas:
Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients.
Solid understanding of advisor needs; experience in delivering client-focused solutions.
Demonstrable experience in developing efficient strategies to support growing advisory practice.
Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
Required Skills/Experience
1-3 years of experience in Financial Services preferred, but relevant experience outside the industry would be considered.
Previous work experience, including internships involving customer service or financial analysis, is preferred.
Experience with Salesforce or another client relationship management (CRM) platform is welcomed
BA/BS degree in finance or related field preferred.
Experience in MS Office applications, such as Word, Excel, Powerpoint, etc.
Detail-oriented with ability to prioritize and organize workflow
Self-starter and able to work independently
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Willingness to become registered (Series 7/66) within 12 months.
Relocation is not offered for this opportunity
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
