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Operations Associate

The Financial Gym

The Financial Gym

Operations
Texas, USA · Remote
Posted on Friday, June 21, 2024

Who We Are:

At The Financial Gym, we are putting the ‘personal’ back into ‘personal finance’. We are a woman-owned and operated financial services company, focusing on providing affordable and comprehensive financial planning for everyone. We’re committed to helping everyone get financially fit so they can achieve balance, decrease stress and become empowered by their money. Our Certified Financial Trainers® work with you one-on-one to define, outline and achieve your goals. Whether you have credit card debt, student loans, challenges with budgeting, saving or investing – our trainers have got you covered!

Position Overview:

The Financial Gym is a provider of financial services, committed to delivering exceptional client experiences and comprehensive investment solutions. We are seeking a highly motivated and detail-oriented Operations Associate to join our dynamic team. This role is integral to our operations, supporting sales, trading, client services, and Registered Investment Advisor (RIA) activities.

Responsibilities:

  • Support the sales team with client inquiries, product information, and follow-up communications.
  • Prepare sales materials, proposals, and presentations.
  • Assist in tracking and reporting sales activities.
  • Execute and monitor trades in compliance with regulatory and company policies.
  • Maintain accurate trade records and ensure timely settlement.
  • Resolve trade discrepancies and issues.
  • Provide exceptional client service by addressing client inquiries and resolving issues promptly.
  • Assist clients with account maintenance, including updates and corrections.
  • Facilitate client communications, including confirmations and statements.
  • Collaborate with RIA clients to understand their needs and provide tailored solutions.
  • Support RIAs with administrative tasks, including documentation and compliance.
  • Assist RIAs with portfolio management and performance reporting.
  • Facilitate the account opening process for new clients, ensuring all required documentation is complete and accurate.
  • Verify client information and maintain up-to-date records.
  • Coordinate with compliance and legal teams to ensure adherence to regulatory requirements.
  • Utilize Wealthscape for account management, trading, and client reporting.
  • Train and assist clients and internal teams on the Wealthscape platform.
  • Troubleshoot and resolve platform-related issues.

Skill Sets for Success:

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2+ years of experience in financial services operations, sales support, or a similar role.
  • Proficiency with Wealthscape or similar financial platforms.
  • Strong understanding of trading, account opening, and client support processes.
  • Excellent communication and interpersonal skills.
  • High attention to detail and strong organizational abilities.
  • Ability to work effectively in a fast-paced, team-oriented environment.
  • Series 7 and 63 or Series 65 licenses required

This is a fully remote position

Competitive salary within the range of $60,000-$70,000 per year