New Account Operations Specialist (Finance)

Location: Hybrid role in Philadelphia, Pennsylvania, United States

Company

Asset management operations supporting clients, financial advisors, and investment account administration.

What you will do

• Process and establish new accounts placed under management.
• Process portfolio allocation changes and other operational tasks according to established procedures.
• Troubleshoot incomplete or mismatched documentation and assist with resolution.
• Provide operational support to clients and financial advisors by email and telephone.
• Coordinate with Trade Operations, Business Development, and other internal teams to deliver a smooth client experience.
• Perform additional job-related duties as assigned.

Requirements

• 7–12 months of general work experience.
• Strong Excel skills.
• Excellent attention to detail, organizational ability, and analytical skills.
• Ability to multitask, manage priorities and deadlines, work independently, and escalate issues appropriately.
• Strong communication and interpersonal skills, high integrity, and a dependable work ethic.
• Ability to adapt to a rapidly changing business and technology environment.

Nice to have

• College degree, preferably in Business Administration, Economics, or Finance.

Culture & Benefits

• Hybrid workstyle.
• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture centered on client focus, integrity, collaboration, accountability, and continuous improvement.