Operations Assistant Colonial River Wealth Management Newport News, VA Job Details Full-time 8 hours ago Qualifications Series 6 Serving clients Finance Research Finance Series 7 Bachelor's degree Productivity software Series 63 Time management Full Job Description Operations Associate Job Description / Posting 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 Processes new accounts. Processes account transfers. Processes new contributions and redemptions. Processes beneficiary changes. Creates client meeting update books and reviews. Sends update meeting letters. Coordinates state, SEC, and FINRA licensing. Handles miscellaneous operational activities. Develops and maintains written systems of all activities. Performs other duties as assigned.

Knowledge, Skills, & Abilities Requires:

Excellent attitude and an extraordinary client service orientation A strong focus on getting the details right Excellent organizational and time management skills An ability to handle multiple tasks within tight time frames Proficiency with Microsoft Office Suite Strong analytical and research skills Strong verbal, written, presentation, and interpersonal communication skills BA/B S degree in finance-related field from an accredited institution

Helpful:

Interest in and knowledge of financial markets and investment securities Previous securities industry experience FINRA Series 6, 7, 63, Life and Health License Attendance is an essential function. Salary is commensurate with experience. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client's lives. For more information about our company, please visit our website www.colonialriver.com . Given the high demand for this position, we're only able to contact the most qualified candidates.

Job Type:

Full-time Ability to

Relocate:

Newport News, VA 23606: Relocate before starting work (Required)

Work Location:

In person