*About Financial Advocates:*
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice.
Since 1996, we have been providing advice and support to advisors working independently and within financial institutions—people dedicated to their professions meeting the needs of their clients.
Financial Advocates’ experienced and diverse staff effectively assists advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.
*Job Description:*
The Accounting Analytics / RIA Operations Associate plays an integral part in supporting the firm’s efforts to maintain compliance with applicable federal and state regulatory requirements across various aspects of its business operations.
This position will support the operational functions of the firm, including, but not limited to, quarterly advisory billing, financial advisor transitions, liaise with custodians and financial advisors.
Assists with computing, classifying, and recording numerical data to keep financial records complete.
Assists with maintaining accounting records through data entry and electronically indexing sourced documents.
The role will also support other operational functions of the firm.
*Essential Duties and Responsibilities: *
Duties include but are not limited to:
o Perform all aspects of firms quarterly advisory billing
o Operate computers programmed with accounting software to record, store, and analyze information focused on financial advisor
o Classify, record, and summarize numerical and financial data to compile and store financial record
o Access computerized financial information to answer general questions as well as those related to specific accounts
o Operate and maintain accurate and detailed company spreadsheets
o Maintain electronic files for the department including converting paper source documents into electronic file formats and indexing into the electronic document filing system
o Support audits, surveillance, and other testing activities.
o Support the RIA Operations team in the administration of operational functions of the company.
*Qualifications & Competencies: *
To perform the job successfully, an individual should demonstrate the following:
o Intuitive and resourceful to gather, analyze and resolve complicated issues
o Advanced organizational skills and ability to manage multiple projects simultaneously
o Excellent analytical, presentation, communication, and interpersonal skills
o Excellent verbal and written communication skills.
o Detailed-oriented with strong decision-making and analytical skills.
o Responds promptly and accurately to client questions and needs
o Meets commitments and maintains confidentiality
o Balances team and individual responsibilities
o Demonstrates accuracy and thoroughness
o Monitors own work to ensure quality
o Act as subject matter expert and drive process improvement
o Thrives in a fast-paced environment
o Develop and maintain positive relationships with internal and external clients
*Education and/or Experience: *
Associate degree or higher in Accounting, Business, Finance, Economics, Administration, or equivalent related experience and/or training, or equivalent combination of education and experience is required.
Knowledge of investments, financial operations, insurance, trusts, bank products, and financial planning are preferred.
*How to apply:*
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of *Anise *and send to: careers @ financial advocates.
com.
Please use your last name somewhere in your resume's file name.
Please note, if you are a qualified candidate, we will respond to your submission by email.
We look forward to hearing from you!
Job Type: Full-time
Pay: $22.
00 - $27.
00 per hour
Expected hours: 40 per week
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Physical setting:
* Office
Schedule:
* Monday to Friday
Work Location: Hybrid remote in Olympia, WA 98502
Whatsapp
