Role Description The Operations Team Member is a full-time, on-site role based in Aventura, FL. This role supports daily operational activities for Aventura Private Wealth. This includes processing client transactions, maintaining accurate records, and ensuring adherence to internal policies and regulatory requirements. The Operations Team Member collaborates with financial advisors and other team members to resolve operational issues, respond to inquiries, and support timely completion of tasks. Responsibilities include monitoring workflows, assisting with project-related operational changes, and helping improve processes to enhance efficiency and client service. The role requires consistent attention to detail, proactive problem-solving, and reliable execution of routine and ad hoc operational duties.
Qualifications
- Strong Analytical Skills to review data, identify discrepancies, and support process improvements.
- Effective Communication abilities to collaborate with advisors, team members, and support staff.
- Sales and client support awareness to understand advisor and client needs within a wealth management environment.
- Operations Management experience or aptitude in handling workflows, documentation, and compliance-related tasks.
- Project Management capabilities to assist with operational initiatives, system updates, and process changes.
Proficiency with office productivity tools and internal systems; ability to learn new platforms quickly.
- High level of accuracy, organizational skills, and reliability in meeting deadlines.
- Bachelor's degree required.
Pay: $50,000.00 - $52,000.00 per year
Work Location: In person
