Operations Associate

Integrated Wealth Advisors is looking to add an Operations Associate to our growing advisory team.

Are you a detail-oriented, proactive superstar who loves to take initiative, stay organized and manage multiple tasks? Do you enjoy working closely with advisors and clients to deliver personalized service? The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you.

The primary role of the Operations Associate is to provide support to a growing team of advisors, including any and all daily, monthly, and annual tasks. The OA helps the team maintain the practice and deliver positive results to our clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Qualifications

- Marketing, experience creating material in Canva and knowledge of social media patterns

- Ability to take on multiple tasks, proving strong time management skills

- Collaborative and strategic minded individual

- Strong ability to communicate effectively with clients and internal teams

- Experience in account management or marketing/sales is a plus

- Familiarity with Salesforce or similar CRM software is advantageous

- A passion to take ownership of wanting to help the team grow

- Previous experience in LPL Financial system and processing preferred

Responsibilities

This is an on-site employment opportunity with offices in Vienna and Leesburg, Virginia. This role would allow you to support the growing IWA team and our clients. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career by helping individuals and families that look to our team for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)

• Onboard new clients to the team
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Oversee account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
• Answer phones, schedule appointments, and prepare materials for client meetings
• Marketing calendar updates and social media usage for the team

If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as an Operations Associate with Integrated Wealth Advisors.