Wealth Operations Specialist

🕒 Junho 11

🚗 Michigan – Remoto

🚗 Michigan – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

⚙️ Operações

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Signal Advisors

SiteLinkedInTodas as Vagas

51 - 200 funcionários

A Signal Advisors é uma startup de Detroit, apoiada por empreendimentos, que ajuda consultores financeiros independentes a expandirem seus negócios de diversas maneiras — por meio de tecnologia, financiamento, coaching peer-to-peer, marketing e mais. A Signal está reinventando o IMO através de tecnologia que facilita a vida dos consultores. Desde 2020, nos tornamos o distribuidor de anuidades de mais rápido crescimento no país. Mas, seja desenvolvendo software de classe mundial ou oferecendo análises especializadas sobre estratégias complexas de seguro, são nossas pessoas que fazem a diferença. Para saber mais sobre as oportunidades de carreira atuais na Signal, visite: www.signaladvisors.com/careers

Descrição

• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures. • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency. • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time. • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors. • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform. • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

🎯 Requisitos

• Direct experience navigating Fidelity and Schwab advisor platforms. • Professional experience with Orion and Salesforce is a big plus. • Proven track record in wealth management operations or account services. • Attention to detail and "measure twice, cut once" approach to complex financial paperwork and digital workflows. • A strong aptitude for customer service and meeting SLAs.

🏖️ Benefícios

• Medical, vision, and dental coverage • FSA or HSA-eligible health plans • 3% 401k company contribution with no vesting period • Paid parental leave for all parents • Learning & Development stipend • Wellness Programs • Flexible vacation policy • Dedicated sick days • 10 company-wide holidays • $500 for your home office setup • Flexible, hybrid working environment • Annual all-company retreat • Competitive equity package based on on role and level