Wealth Operations Specialist

🔥 32 minutes ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $20 - $23 / hour

⏱ Part Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏥 Healthcare

📦 Logistics

💼 Consulting

Healthcare • Logistics • Consulting

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Collaborate with custodians, brokerage firms, financial institutions and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries. • Maintain accurate records of custodial interactions and follow up on outstanding items. • Prepare and review necessary paperwork for client accounts, including account opening, transfers, withdrawals, and beneficiary updates. • Ensure compliance with regulatory requirements and internal policies. • Execute fund transfers, wire requests, and other financial transactions. • Assist advisors in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation. • Collaborate with other team members to ensure accurate and timely reporting. • Maintain client data in the CRM system, ensuring accuracy and completeness. • Update client profiles, contact information, and preferences. • Handle incoming calls, emails, and inquiries from clients and internal team members. • Assist with office organization, filing, and other administrative tasks as needed. • Perform other duties as assigned.

🎯 Requirements

• Emerging understanding of financial planning principles, investment strategies, and relevant regulations. • Excellent communication, presentation, and interpersonal skills. • Demonstrated ability to manage multiple tasks and projects effectively. • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). • Ability to adapt to a rapidly changing business and technology environment. • Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems. • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. • Regular and predictable attendance is required. • Business travel up to 25%.

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses • employee perks and discounts