Operations Associate

November 1, 2019

Company Name:
Gertsema Wealth Advisors

Title of Position:
Operations Associate

Under limited supervision, the Operations Associate plays a critical role in the functioning of our firm. He or She will help keep the office running smoothly and ensure that all client paperwork and processing is handled in a timely, accurate, and professional manner. He or she will also resolve most questions and problems and refer new or unusual issues to a higher level. They will maintain and enhance client relationships by providing efficient, quality client service. Responsibilities & Activities • Processes new accounts, including paperwork completion and submission. • Processes account transfers. • Processes beneficiary changes and other account changes. • Prepares letters, forms, and spreadsheets to assist with servicing existing clients. • Handles funds disbursements including RMD’s, distributions and daily/monthly check or ACH request, also includes ACH set-up. • Solves and responds to NIGO’s. • Develops and maintains written systems of all activities. • Responds to customer inquiries, research questions and resolves problems. • Maintains and updates in client management system as needed using Salesforce. • Sets up tasks for the Portfolio Review process. • Receives cross training and assists with other operational functions as required. • Performs other duties as assigned. Knowledge, Skills, & Abilities • Requires excellent attitude and an extraordinary client service orientation  A strong focus on getting the details right  Excellent organizational and time management skills  An ability to handle multiple tasks with tight time frames  Proficiency with Microsoft Office Suite  Strong analytical and research skills  Strong verbal, written, presentation, and interpersonal communication skills Helpful  Interest in and knowledge of financial markets and investment securities  Previous securities industry experience is a plus, but not required  Attendance is an essential function  Salary is commensurate with experience

Name of Contact:
Nicholas Gertsema

Email Address of Contact:

Job Posting Expires: