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Operations Associate

Department: Investment Services Group

Description: The Operations Associate is responsible for the day-to-day administration and support of the Wealth Planning Group of the firm. He/she acts in the best interest of clients, the firm, and employees through a balance of diplomacy, and strict adherence to regulatory requirements. Duties include trading, reconciliation, form preparation, custodial and business partner contact. This role is critical to setting and maintaining high standards for the firm and for fostering a culture of efficiency, teamwork, and collaboration.

Primary Job Responsibilities:

Client Focus

  • Manage client issues on administrative and operational matters
  • Respond to client requests for information
  • Gather relevant client information systematically and completely, including report preparation
  • Actively interact with custodian and other business partners to build effective relationships 

Organizational Focus

  • Support and drive the firm’s strategic initiatives
  • Review correspondence and communications
  • Communicate, implement, and ensure compliance with firm guidelines and policies
  • Ensure compliance with operational, legal, and regulatory requirements
  • Ensure operational excellence and solve any issues that arise

Personal/Interpersonal Focus

  • Help educate employees on operational policies and procedures and risk management
  • Actively collaborate to solve problems, access resources, and accomplish important goals
  • Communicate effectively both verbally and in writing
  • Promote good working relationships among team members
  • Prioritize time well and handle multiple demands and competing priorities

Job Requirements:

Industry/Business Experience

  • Financial Services or Customer Service experience/aptitude
  • Advent/Axys or Other Performance Management experience is a plus

Education

  • College degree required

Skills & Knowledge

  • Focus on client needs and customer service
  • Strong organizational skills with a proven ability to multi-task and manage multiple projects
  • Demonstrated analytical skills, problem-solving abilities, and attention to detail
  • A team player with good interpersonal skills and the ability to work collaboratively
  • Excellent oral and written communication
  • Strong time management skills with ability to excel in a fast-paced, changing environment
  • Knowledge of financial markets and securities laws
  • A self-starter who is assertive, independent, and a positive influence

About RINET Company, LLC:

RINET Company, LLC is a private wealth management firm serving high net worth individuals, multi-generational families, corporate executives, and entrepreneurs.  We take a 360-degree view of our clients’ financial situations, providing in-depth analysis and guidance from every possible angle. We get to know our clients on a deeply personal level and use that in-depth knowledge to create a custom approach that fits their lives and brings them the greatest benefit. Our professionals are in it for the long-term and pride themselves on being easy to reach and quick to respond. Our teams build deep, close relationships with the people we serve, spanning years and multiple generations.

Assets under management are approximately $1.7 billion as of December 31, 2018. RINET has a staff size of 30+ people dedicated to giving their clients the best service experience possible. For additional information, visit www.rinetco.com.

To apply for this position, please e-mail your resume to info@rinetco.com.