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Operations Associate

Colonial River Investments

Midlothian, VA

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Corporate Policies, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Analysis, Dental Insurance, Detail Oriented, Documentation, Finance, Health Insurance, Interpersonal Skills, Maintain Compliance, Microsoft Office, Multitasking, Operational Improvement, Organizational Skills, Performance Management, Problem Solving Skills, Process Development, Record Keeping, Reporting Skills, Retirement Planning, Securities, Securities Investments, Stock Market, Strategic Planning, Team Player, Time Management, Training/Teaching, Trend Analysis, Wealth Management
LOCATION
Midlothian, VA
POSTED
30+ days ago
Benefits:
  • Paid time off
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development

About the Role:
Colonial River Wealth Management, LLC., a growing wealth management firm, is seeking an Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Colonial River Wealth Management is to navigate our clients through consultative wealth management and retirement planning. The First Impressions Receptionist plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a Operations Assistant and share our vision, then we would love to hear from you!
Description The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Responsibilities & Activities

Responsibilities:
  • Assist in daily operational tasks to ensure smooth workflow and efficiency, process new accounts, execute account transfers
  • Coordinate with various departments to streamline processes and enhance productivity.
  • Monitor and analyze data to identify trends and improve operational performance.
  • Processes new contributions and redemptions, process beneficiary changes.
  • Prepare reports and documentation for internal and external stakeholders.
  • Support the implementation of new systems and technologies.
  • Maintain accurate records and ensure compliance with company policies.
  • Provide exceptional customer service to clients and partners.
  • Participate in team meetings and contribute to strategic planning discussions.
  • Performs other duties as assigned.
Requirements:
  • Bachelor's degree in Business, Finance, or a related field preferred from an accredited institution
  • Excellent attitude and an extraordinary client service orientation
  • 1-3 years of experience in operations or administrative roles.
  • Strong analytical skills and proficiency in Microsoft Office Suite.
  • Excellent communication and interpersonal skills, organizational and time management skills
  • Detail-oriented with a strong ability to manage multiple tasks.
  • Ability to work independently and as part of a team.
  • Knowledge of investment principles is a plus.
  • Positive attitude and a proactive approach to problem-solving.
  • Proficiency with Microsoft Office Suite
  • Salary is commensurate with experience
  • Interest in and knowledge of financial markets and investment securities
  • Helpful: Previous securities industry experience

About Us:
Colonial River Investments has been a trusted partner in the investment industry. Our commitment to excellence and customer satisfaction has earned us a loyal client base, while our collaborative work environment fosters growth and innovation for our employees.

About the Company

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Colonial River Investments

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