Operations Associate

Job Title: Operations Associate
Job Description
The Operations Associate plays a key role in supporting the day-to-day operations and client service functions of a Registered Investment Advisor (RIA). This position partners closely with the Head of Operations to ensure accurate execution of account activity, exceptional client service, and strict adherence to regulatory and internal process standards. It offers an excellent opportunity for an early-career professional with a background in accounting, finance, or business who is detail-oriented, organized, and comfortable working in a fast-paced, regulated financial environment.
Responsibilities

+ Serve as a primary point of contact for administrative client requests, delivering professional, high-touch service and timely responses.

+ Process money movement requests, including wires, ACH transactions, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions (QCDs), ensuring accuracy and co...