IT and Office Support position at E3G, a climate change think tank. Balancing IT coordination with office management in a hybrid working environment.
About the role
- Wealth Operations Manager ensuring smooth back-office operations for OneDigital's financial planning and wealth management. Collaborating with advisors and teams to deliver client solutions in investment management.
Responsibilities
- Work to become a subject matter expert on OneDigital's investment platform and operational requirements.
- Collaborate seamlessly with advisors and national teams to ensure efficient and effective investment platform utilization.
- Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.
- Coordinate with advisors, Field Investment Professionals, and the national CPM team to project-manage the creation of customized portfolio proposals tailored to client needs.
- Maintain accurate records of custodial interactions and follow up on outstanding items.
- Ensure compliance with regulatory requirements and internal policies.
- Execute fund transfers, wire requests, and other financial transactions.
- Assist advisors and internal team in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
- Collaborate with other team members to ensure accurate and timely reporting.
- Maintain client data in the CRM system, ensuring accuracy and completeness.
- Update client profiles, contact information, and preferences.
- Handle incoming calls, emails, and inquiries from internal team members.
- Assist with office organization and other administrative tasks as needed.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
- 2+ years of experience in investment management and operations including working with advisors and various investment vehicles (ETFs, Mutual Funds, Model Portfolios, Institutional Accounts, Commingled Funds)
- Familiarity with Charles Schwab preferred
- Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred.
- Solid understanding of financial planning principles, investment strategies, and relevant regulations.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to manage multiple tasks and projects effectively.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Cloud Engineer responsible for developing Cloud, AI, and ERP solutions. Enhancing cloud infrastructure and collaborating across teams for effective software development.
Office & Operations Specialist managing daily office functionality and executive support for Collective Measures. Ensuring smooth operations while supporting a growing operations team in a hybrid work environment.
Gerontopsychiatrische Pflegefachkraft providing individualized care and support for seniors. Ensuring well - being through professional nursing at Haus Edelberg facilities in Germany.
Regional Operations Director managing approximately 20 Hospital Dialysis programs. Providing strategic leadership and oversight of operations while being accountable for P&L in the Orlando market.
Operations Management Supervisor directing production area activities at Aerojet Rocketdyne, an L3Harris Technologies Company. Managing schedules, quality, and costs while ensuring team performance and safety.
Gerontopsychiatrische Pflegefachkraft ensuring resident satisfaction through individualized care. Supporting residents' well - being in a senior center with a focus on holistic approaches.
Operationstechnische Assistent/in involved in surgical procedures with a flexible team structure at Gesundheit Nord clinics. Enjoy flexible hours and secure employment in Bremen, Germany.
Operationstechnische:r Assistent:in im Ev. Diakonissenkrankenhaus Leipzig ausgebildet. Betreuung von Patient:innen vor, während und nach operativen Eingriffen.
Assistant Facilities Manager managing facilities operations and projects at Greater London Authority. Ensuring compliance with building regulations and delivering high - quality services across core sites.