Operations Administrator
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Job Location:
Wheeling, IL - USA
Monthly Salary:
$ 50000 - 65000
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
At McKinley Carter Wealth Services we believe that when we support one another we achieve more together than we ever could alone. Our culture is built on trust teamwork and a shared commitment to helping clients design and implement financial strategies that lead to long-term success. If youre looking for a role where your contributions truly matter and your growth is encouraged wed love to meet you.
About the Role
As an Operations Administrator youll provide essential support to our Advisory and Operations teams ensuring accuracy and efficiency in account administration. Your attention to detail and commitment to flawless execution will help us deliver exceptional client service and maintain operational excellence.
Following a successful orientation we anticipate this could become a hybrid or even fully remote position.
What Youll Do:
- Execute day-to-day account administration including money movement documentation review and custodian communication.
- Perform internal audits to ensure data integrity including wealth management agreements and billing.
- Code accounts and reconcile data
- Troubleshoot issues with custodians and advisors and coordinate alerts.
- Support external audits through data retrieval.
- Provide administrative support across the Operations team.
What Were Looking For:
- Associates degree or equivalent experience.
- Business operations or administration experience in financial services preferred.
- Strong organizational and problem-solving abilities.
- Excellent interpersonal and communication skills.
- Comfortable learning and navigating various technology platforms and systems to support operational processes
- Ability to thrive in a fast-paced detail-oriented environment.
Why McKinley Carter Wealth Services
- A supportive collaborative culture where your voice matters.
- Opportunities for professional growth and advancement.
- Competitive base compensation with the opportunity to earn profit sharing bonuses.
- Comprehensive benefits and a commitment to work-life balance.
Ready to make an impact
Apply today and become part of a team that cares for clients and for each other.
EEOC
No phone calls please
Required Experience:
Unclear Seniority
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
About Company
McKinley Carter Advisors are wealth management specialists working with individuals and organizations on their financial planning needs.
