Job Opening - Operations Specialist, Kansas City, Missouri
Atwood & Palmer, Inc.
4520 Madison Ave
Kansas City, MO 64111
Contact: Teresa Burch - CCO, email@example.com
Atwood & Palmer, Inc. is an independent Registered Investment Advisor based in Kansas City, Missouri. The team of experienced financial advisors provides customized investment management solutions and comprehensive wealth management plans for institutional investors and individuals.
This position is for a full-time Operations Specialist that will be joining a dynamic team, supporting the service and operations of the firm. The Operations Specialist is client-focused and is responsible for providing operational and service support for Atwood & Palmer, Inc. clients. Individual must be able to work independently with excellent time management skills as well as collaborate and effectively interact as a team member. A successful candidate will need to be able to think creatively, work in a fast-paced environment and effectively prioritize. The position requires a high level of confidentiality and professionalism.
Primary Job Functions:
Assist in the management of our CRM and Client Reporting systems ensuring client information is updated in all databases.
Track asset movement and account openings
Monitor and coordinate alerts across all systems
Prepare, review, process, and followup on account maintenance paperwork, transfer of assets, money movements, beneficiary changes, address changes, emailing documents, and more
Monitor client’s cash positions
Interface with clients, internal staff, and third parties
Generate and organize materials for client meetings
Maintain client web portals
Attend client/prospective client meetings as needed
Actively participate in the firm’s compliance
Special projects as assigned by advisor or operations
Trained to on-board new clients by preparing all necessary paperwork and establishment of accounts, and interacting with multiple custodians
Able to work with limited supervision; self-motivated; good interpersonal skills; and adaptable to change.
Highly organized with strong attention to detail and follow up.
Ability to work under pressure and persistent in getting things done
Ability to critically analyze information and make recommendations
Strong problem-solving skills along with Strong analytical and quantitative skills
Ability to work as a member of a team with collaborative decision making
Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities
Ability to communicate effectively with others in a concise, productive and professional manner – both verbally and in writing
Proficient in Microsoft Office programs; advanced level Excel
Experience with investment reporting applications and custodial platforms
Finance or business related degree or 5+ years work experience in the financial services industry
Previous experience in Advent APX or Tamarac AdvisorView preferred, not required.