Top 123270 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
Operations & Data Analyst
Action Packaging —Woodstock, IL
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
8d
Deposit Operations Specialist
American Pride Bank Inc —Macon, GA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
Compliance/Operations Specialist
Innovation Partners, LLC —Charlotte, NC
- $65,000 - $79,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Revenue Operations Analyst
Adobe —Lehigh, IA
- $28.73 - $35.92 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
Transaction Associate
Teamshares —Remote
- Full-time
- Remote
- Mid-level
- Business development
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
Bookkeeper / Operations Support Specialist
Factory Direct Marine and RV —Americus, GA
- $15 - $20 an hour
- Full-time
- Dealership
- Data analysis skills
- Continuous improvement
- Paid holidays
- Health insurance
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Controller
Associated Potato Growers, Inc. —Grand Forks, ND
- $75,000 - $95,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health savings account
- Disability insurance
Quick Apply
11d
Experienced Mortgage Loan Processor (In Person)
New Century Bank —Manhattan, KS
- $22 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Affordable Housing HUD Compliance Manager
Confidential —Hartford, CT
- $41,470 - $43,273 a year
- Full-time
- Mid-level
- Computer skills
- Social Work
- Health insurance
- Dental insurance
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Assistant Underwriter- Client Specialist III (Hybrid)
Quincy Mutual Group, Inc. —Quincy, MA
- $58,000 - $62,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Health insurance
Quick Apply
Accounting and HR Assistant
Eastern Pacific Engineering & Construction LLC —Barrigada, GU
- $13 - $19 an hour
- Full-time
- Background check
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
13d
Personal Insurance Account Manager
Bearing Insurance Group, LLC —Fredericksburg, VA
- $40,000 - $55,000 a year
- Mid-level
- High school diploma or GED
- Analysis skills
- Wellness program
- Health savings account
Quick Apply
Senior Title Officer - Minimum 10 Years Experience
WASHINGTON TITLE & ESCROW —Liberty Lake, WA
- $24.42 - $32.56 an hour
- Full-time
- Background check
- Basic math
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Bookkeeper
PLATINUM FINISHING SYSTEMS —Santa Rosa, CA
- $22 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Paralegal-Real Estate
Moran, Shuster, Carignan & Knierim, LLP —Avon, CT
- $25 - $35 an hour
- Part-time
- Mid-level
- Residential
- Contracts
- Paid time off
- Flexible schedule
Quick Apply
9d
Accountant
Pima Community College Foundation —Tucson, AZ
- $55,000 - $60,000 a year
- 8 hour shift
- Background check
- Microsoft Excel
- Mid-level
- Mileage reimbursement
- Paid holidays
Quick Apply
Financial Controller (CPA Required )
Confidential —Wayne, NJ
- $150,000 a year
- Full-time
- CPA
- Inventory management
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Lead Accountant/Bookkeeper
Kodiak Electric Association, Inc. —Kodiak, AK
- $27.81 - $34.76 an hour
- Overtime
- Background check
- Mid-level
- Office
- Paid training
- Disability insurance
Quick Apply
Real Estate Attorney/In-House Legal Counsel
The Real Estate Service Center —West Des Moines, IA
- $110,000 - $140,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply

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Operations/Administrative Specialist

Linden Thomas & Company -
Charlotte, NC

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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

Operations & Data Analyst

Deposit Operations Specialist

Compliance/Operations Specialist

Revenue Operations Analyst

Transaction Associate

Bookkeeper / Operations Support Specialist

Controller

Experienced Mortgage Loan Processor (In Person)

Affordable Housing HUD Compliance Manager

Assistant Underwriter- Client Specialist III (Hybrid)

Accounting and HR Assistant

Personal Insurance Account Manager

Senior Title Officer - Minimum 10 Years Experience

Bookkeeper

Paralegal-Real Estate

Accountant

Financial Controller (CPA Required )

Lead Accountant/Bookkeeper

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