OPERATIONS GENERALIST

OPERATIONS GENERALIST

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.

Position Overview:

The Operations Generalist is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs.

Duties and Responsibilities:

  • Review daily work items, assemble pertinent documents for Principal to review and approve.
  • Download and review daily, monthly, quarterly reports for accuracy and completion prior to submitting to Operation/Supervision Manager for final approval.  
  • Provide account information to clients and Financial Advisors as requested. Process all trade corrections and complete reports as required. 
  • Maintain accurate customer account records, process customer account changes, respond to inquiries, research requests, problem resolution and perform other duties as assigned by Supervisor.
  • Process incoming and outgoing mail. Maintain correspondence files and office files.
  • Prepare the daily bank deposit. 
  • Perform administrative duties that support daily branch operations, including but not limited to, telephone coverage and document maintenance.

Skills, Experience, & Qualifications

  • Completion of high school, vocational training or equivalent 2 years of investment industry experience preferred. 
  • Strong interpersonal and client service skills 
  • Team player with the ability to collaborate with others
  • Detail orientated with superior organizational skills and the ability to prioritize workflow
  • Ability to work independently and take personal initiative
  • Excellent skills in Microsoft Office (Word, Excel, PowerPoint and Outlook)

Location:
Portland, OR

Status:
Non-exempt

For additional information or to submit a resume, please contact:
Jennifer Daley
jennifer.daley@stewardpartners.com

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.