Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

IEQ Capital is looking for a motivated professional to join our Foster City-based team as an Operations Associate. This role will work closely with the rest of the team to manage the entire operational infrastructure of our business. This role will help build the foundation you need to successfully grow within the company.

Duties and responsibilities include, but are not limited to:

• Customer-Relationship Management (CRM) Data Management
• Work with custodians to ensure timely account opening
• Process signed Private Placement Document (Alternative investments)
• Pre-fill Private Placement Document (Alternative investments)
• Process signed paperwork
• Quality Control (QC) Data across IEQ Platform
• Maintain/reconcile differences between
  • Custodian
  • Third Party Vendors
  • CRM
  • Alternative Investment Transactions
• Generate New Account Paperwork
• Maintain files for compliance – including Know Your Customer (KYC) creation and maintenance
• CRM
• Provide continuous status updates and communication across teams
• Alternative Investment Transactions
• Third Party Vendors
• Custodian

Qualifications

• Good emotional intelligence and relationship buildings skills, both inside and outside of the organization
• Experience with Addepar is a plus
• Strong verbal and communication skills
• Exceptional organizational skills and attention to detail
• Ability to work in a fast paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus
• Ability to think critically and anticipate issues
• Bachelor's degree is required
• 0-2+ years of relevant work experience
• "No task is too small" mentality

Compensation: $70,000 - $97,500 depending on skills and experience