Senior Operations Associate (Wexford, PA) at Heritage Wealth Advisors, LLC – Wexford, Pennsylvania

Senior Operations Associate

As a Senior Portfolio Operations Associate at Heritage, you will be responsible for all activities related to client servicing and account maintenance. You will support the functions of the Heritage Financial Planning & Tax team and Investment Advisory team. As a senior member of the team, you will coach and mentor associates to drive knowledge sharing and career development. We seek a motivated and analytical self-starter who thrives in a fast-paced environment. The Senior Portfolio Operations Associate will report to the Portfolio Operations Manager or the Director of Operations. They will perform diverse operations functions requiring attention to detail, initiative, and sound decision-making. A qualified candidate must possess excellent organizational skills, keep accuracy as a top priority, be well-spoken, comfortable in a fast-paced environment, and be able to effectively handle multiple priorities. If you are a detail-oriented professional with a positive attitude, a passion for delivering outstanding service, and a desire to bring out the best in others, we encourage you to apply.

Responsibilities:

• Utilize the custodial platforms, Fidelity and Schwab, to complete requests.
• Utilize Tamarac and Salentica (CRM) to set-up accounts and code them properly.
• Extract data and reports from Tamarac or any other applicable software.
• Create and review reports from Tamarac to support the investment advisory team
• Have a deep level of understanding of how to create, edit, and publish performance reports.
• Drive the client onboarding process by opening new accounts, coordinating client signatures, and executing the transfer of assets.
• Complete all new and account maintenance paperwork.
• Complete daily account maintenance tasks, including: reconciliation, reviewing account alerts, and reviewing pending files.
• Complete ad hoc tasks from the Financial Planning & Tax team and the Investment Advisory team.
• Stay up to date on news alerts and enhancements from our systems
• Assist with general operations responsibilities and special projects for the firm as needed. This may include: enhancing CRM workflows, processing tax payments, and leveraging technology to track data more effectively.
• Assist with quarterly processes. This may include: billing/fee processing, quarterly reports, and compliance activities.
• Execute the Operations Training Rotation program.

Requirements

• Bachelor's degree or relevant experience required.
• Preferred experience with Tamarac or similar portfolio management and reporting software.
• 3-10 years of professional experience (within industry or another relevant industry: accounting, philanthropy, insurance, etc.).
• Live the Heritage Core Values:
  • Collaboration: Collaboration with internal teams is essential to deliver comprehensive financial services.
  • Intellectual Curiosity: A commitment to ongoing learning and professional development is crucial in this ever-evolving industry.
  • Integrity: Upholding the highest standards of integrity and ethical conduct is essential when handling clients' financial matters and leading teams.
  • Passion: Demonstrated passion for the financial industry, including a genuine desire to help clients achieve their financial goals and help your team achieve their professional goals.
• Advanced user of Microsoft Office products, including Outlook, Excel, Word, and PowerPoint.
• Advanced user of Adobe Acrobat.
• Excellent communication skills: Strong verbal and written communication skills are essential for effectively interacting with clients, colleagues, and external professionals.
• Strong problem-solving abilities: The Senior Portfolio Operations Associate should possess strong analytical and problem-solving skills to assess areas for improvement, spot inaccuracies, and master our systems.
• Client-focused mindset: A client-centric approach is vital in understanding clients' unique needs, goals, and risk tolerance.
• Attention to detail: Meticulous attention to detail is crucial to ensure accuracy and compliance in financial reporting and private fund administration.
• Strong organizational skills: Excellent organizational abilities are necessary to manage multiple deadlines and projects.