Top 109504 Operations transaction Jobs

Operations/Administrative Specialist
Linden Thomas & Company —Charlotte, NC
- 8 hour shift
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
11d
Wanting to JOIN one of the top teams in Folsom? Residential Real Estate Agent - Zillow FLEX Leads
Homeology Real Estate @ Realty ONE Group —Folsom, CA
- $175,000 - $250,000 a year
- Full-time
- Sales
- Mid-level
- Real Estate License
Quick Apply
Loan Operations Administrator (Must Have 3 Yrs of Exp in Bookings, Loan Stmts, Loan Payoffs))
International Bank of Chicago —Chicago, IL
- Up to $23 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
11d
Senior Accountant
Open Doors, Inc. —Lewisburg, WV
- From $23 an hour
- Full-time
- Background check
- Management
- HIPAA
- Disability insurance
- Health insurance
Quick Apply
Restaurant Manager
KC Bell, Taco Bell —Brookfield, MO
- $50,000 - $60,000 a year
- Full-time
- Background check
- Management
- Inventory control
- Paid training
- Health insurance
Quick Apply
Senior Accountant
Data Airflow, LLC —Boise, ID
- $90,000 - $110,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Finance Manager
Curtis Homes LLC —Redding, CA
- $25 - $28 an hour
- Full-time
- Background check
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Business Valuation Analyst - Accountant
Schaffner, Knight, Minnaugh & Co. P.C. —Erie, PA
- From $75,000 a year
- Full-time
- Microsoft Word
- Background check
- CPA
- Health savings account
- Health insurance
Quick Apply
Finance Director
Community Action Alger-Marquette —Marquette, MI
- $69,284 - $71,427 a year
- Full-time
- Background check
- CPA
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Attorney - Commercial Real Estate & Corporate Transactions
Confidential - Investment —Duluth, GA
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Finance Coordinator/Accountant
Youth and Family Services —El Reno, OK
- From $60,000 a year
- Full-time
- Background check
- 5 years
- Writing skills
- 403(b) matching
- Health savings account
Quick Apply
Director of Finance
Strafford County —Dover, NH
- $110,000 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Attorney
Berg Capital Corporation —Lake Oswego, OR
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Chief Financial Officer
AcadianaCares —Lafayette, LA
- $90,000 - $100,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Financial Services Associate - Floater
Northern Lights FCU —Langdon, NH
- From $19.50 an hour
- Part-time
- Background check
- Customer service
- English
- Disability insurance
- Health insurance
Quick Apply
Construction Controller
Sen Plex Corporation —Honolulu, HI
- From $120,000 a year
- Full-time
- Background check
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Fiscal Director
Chelan-Douglas Community Action Council —Wenatchee, WA
- $100,000 - $110,000 a year
- Weekends as needed
- CPA
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Director of Accounting (Produce and Farming Industry)
Archerview, LLC —Vineland, NJ
- $100,000 - $125,000 a year
- Full-time
- Background check
- 7 years
- Office
- Health insurance
- Paid time off
Quick Apply
Bookkeeper
PLATINUM FINISHING SYSTEMS —Santa Rosa, CA
- $22 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply

I want to receive the latest job alert for operations transaction

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

operations transaction jobs near

Operations/Administrative Specialist

Linden Thomas & Company -
Charlotte, NC

Quick Apply

Job Details

Full-time
11 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance

Qualifications

Financial operations
Managing customer accounts
Phone communication
Managing clients in a customer support role
Client database systems
Attention to detail
Client services
Investment account customer support
Organizational skills
Financial services
CRM system proficiency
Productivity software
Account management
Account opening
Office phone management

Full Job Description

Location: Charlotte, NC
Job Type: Full-Time

Position Overview

A rapidly growing independent wealth management firm is seeking a highly organized and detail-oriented Operations & Administrative Specialist to join our team. This position plays a critical role in supporting both operational and administrative functions of the firm while delivering exceptional service to our high-net-worth clients.

The ideal candidate will possess strong operational experience within the wealth management industry, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. This individual will work closely with advisors, operations personnel, and clients to ensure an exceptional client experience and efficient day-to-day business operations.

Key Responsibilities

Operations Support

Process new account openings, account maintenance requests, and account transfers.
Coordinate funds disbursements and other client account transactions.
Maintain accurate client records and update CRM systems regularly.
Assist with client reporting, portfolio allocation reviews, and retirement review preparation.
Support client education initiatives and service requests.
Coordinate client mailings, document processing, and record retention.
Work closely with custodians and third-party providers to resolve account-related issues.
Ensure all operational activities are completed accurately and in accordance with firm policies and industry regulations.

Administrative & Client Service Support

Answer incoming telephone calls and direct inquiries appropriately.
Serve as a primary point of contact for clients, providing professional and timely assistance.
Communicate regularly with clients regarding account requests, documentation needs, and follow-up items.
Schedule client meetings and maintain advisor calendars.
Prepare meeting materials, correspondence, and client communications.
Greet clients and visitors while maintaining a professional office environment.
Manage incoming and outgoing mail, packages, and office correspondence.
Assist with general office administration and special projects as needed.
Maintain exceptional phone etiquette and written communication standards.

Qualifications

Required

Bachelor's degree preferred; Associate degree considered with relevant experience.
3-6+ years of wealth management, financial services, or investment industry experience.
Strong understanding of brokerage and advisory account operations.
Experience with account opening, transfers, client service, and CRM management.
Exceptional verbal and written communication skills.
Professional phone etiquette and client-facing experience.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Ability to work independently while maintaining a high level of accuracy.
Demonstrated ability to effectively manage multiple priorities, deadlines, and client requests while maintaining a high level of accuracy and attention to detail.
Proficiency in Microsoft Office and CRM software.

Preferred

Series 7 License.
Experience working with high-net-worth individuals and families.
Familiarity with financial planning and retirement review processes.

Benefits

Competitive compensation package
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Paid parking

Schedule

Monday through Friday
Day shift
8-hour shift
In-office position (no remote work)
Breakfast and lunch provided

Job Type: Full-time

Ability to Commute:

Charlotte, NC 28202 (Preferred)

Ability to Relocate:

Charlotte, NC 28202: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

operations transaction jobs

Operations/Administrative Specialist

Wanting to JOIN one of the top teams in Folsom? Residential Real Estate Agent - Zillow FLEX Leads

Loan Operations Administrator (Must Have 3 Yrs of Exp in Bookings, Loan Stmts, Loan Payoffs))

Senior Accountant

Restaurant Manager

Senior Accountant

Finance Manager

Senior Business Valuation Analyst - Accountant

Finance Director

Attorney - Commercial Real Estate & Corporate Transactions

Finance Coordinator/Accountant

Director of Finance

Trader

Attorney

Chief Financial Officer

Financial Services Associate - Floater

Construction Controller

Fiscal Director

Director of Accounting (Produce and Farming Industry)

Bookkeeper

I want to receive the latest job alert for operations transaction

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected