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Associate, Data Operations (Wealth Management)

Company: National Financial Partners Corp.
Location: Potomac
Posted on: June 10, 2021

Job Description:

Wealthspire Advisors is an independent financial advisor with 13 locations throughout the East Coast, Midwest, and California, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent firms offer.

We are seeking professionals in Wealth Management Data Administration to collaborate with internal stakeholders on maintaining clients' financial records and ensuring the integrity of our Portfolio Management System and related processes. This role is ideal for someone who thrives in interaction with internal stakeholders.

The Role:

The Data Operations Associate provides a high level of service to multiple client service teams and other internal stakeholders including updating the Portfolio Management System, producing and distributing reports to clients via our Web portal, reviewing and maintaining data integrity checks. The Data Operations Associates actively participates in the continuous improvement of the firm's standardized processes, collaborates with groups throughout the firm, and ensures timely and accurate execution of requests.

This position will work remotely to start and then will be required to work from one of our offices pending our re-opening guidelines.

What you'll be doing:

  • Perform daily maintenance of the Portfolio Management System (Tamarac Advisor View).
  • Process and input updates to financial accounts as requested by Client Service Teams or other internal stakeholders.
  • Monitor automated internal processes and report potential issues.
  • Serve as an internal resource for all data related questions.
  • Serve as a resource to the Data Operations Team on large scale data related projects.
  • Abide by the firm's standardized processes, with a focus on increasing efficiencies and accuracy, and leveraging technology to streamline or automate manual processes.
  • Master systems, such as Tamarac Advisor View, CRM, custodian websites, and other relevant technological resources.
  • Provide input on and encourage adoption of new technology solutions as they become available.
  • Escalate issues and requests to appropriate personnel when necessary.
  • Perform other duties as and when needed.

What we're looking for:

  • Bachelor's Degree highly preferred
  • 1-2 years related experience and/or training with a registered investment advisor, family office, financial services firm, banking or investment firm, financial planning firm or related business preferred
  • Familiarity with Tamarac Advisor View or other Portfolio Management Systems a plus
  • High proficiency with Microsoft Office Suite
  • Strong verbal and written communication skills
  • Able to work independently with minimal supervision, prioritize projects and requests, and sustain an extraordinary level of attention to detail

Keywords: National Financial Partners Corp., Potomac , Associate, Data Operations (Wealth Management), Other , Potomac, Maryland

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