Operations Coordinator at Destination Wealth Management – Walnut Creek, California

Job Description:

The Operations Coordinator supports Wealth Advisors by servicing clients and providing operational and administrative support. Your expertise in the firm’s policy, procedures, and technology will allow you to interface with clients and prospective clients to anticipate their needs, resolve their problems, and follow through to provide exceptional service. Administrative duties will include setting up client meetings, processing new client paperwork, etc. Excellent verbal, written, and electronic communication skills are essential as well as time management and critical thinking skills.

Job Responsibilities:

• Provide supports to Wealth Advisors
• Onboarding new clients
• Assist with opening and closing client accounts
• Prepare custodian and DWM documents for signature
• Process Required Minimum Distributions and Qualified Charitable Distribution
• Process ACAT transfers
• Verify and process money movements
• Complete tasks assigned to you
• Help maintain accurate client records
• Scan and file client documents
• Respond to clients’ requests via phone calls or emails
• Prepare performance and Ad-Hoc Reports
• Assist in the quarter-end reporting
• Schedule portfolio review meetings

Preferred qualifications and skills:

• 2-5 years of financial services, tax, and/or operations experience preferred
• Bachelor of Science in Business or Financial or equivalent work experience
• Knowledge of retirement and trust accounts
• Knowledge of the ACAT system
• Knowledge of Alternative Investments
• Strong attention to detail and accuracy
• Professional and effective communication skills
• Professional and pleasant phone demeanor
• Proficient in MS Outlook, Word, Excel, and PowerPoint
• Experiences in Salesforce, Docusign, ZOOM, Calendly, and Orion
• Ability to work in a fast past, highly demanding work environment
• Ability to prioritize multi-task, and consistently deliver business solutions