Operations Associate (Remote) Jobs

As an Operations Associate, you will be a part of our largest department assisting in the delivery of our best-in-class financial advisory services. As a member of a detail-oriented team in an ever-evolving environment, we both encourage and require your candid feedback; and will foster your existing ownership mentality and commitment to continuous improvement to perpetually enhance our internal efficiency.

Responsibilities include, but are not limited to:

• Business Processing
• Account Management
• Customer Service
• Trade Execution

This is a fully remote position. Our team has been set up to work from home with full functionality.

About You:

AdviceOne is a fast paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide. As a rapidly growing organization that thrives on constant change, we are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates who “wow” us from the start by being bold, candid, and exceptional! We are looking for employees that both demonstrate and expect a high level of dedication both to and from their employer & coworkers.

The successful candidate will possess:

• The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
• Excellent organizational skills
• High EQ
• Must be able to quickly adapt to new systems and learn industry-specific software including trading, reporting and task management
• Outstanding oral and written communication skills
• Bias for action and the ability to work independently
• A passion for thinking strategically about interrelated process flows while executing them flawlessly
• Resilience and the ability to adapt to change in a fast-paced environment
• Strong analytical and problem-solving skills

Preferred qualifications include:

• Experience working with portfolio management software, databases, portfolio accounting, and/or trading preferred
• Broad understanding of financial markets and economic fundamentals is helpful
• Undergraduate business degree preferred

Benefits:

• Generous PTO policy
• Short- and long-term disability
• Medical/Dental/Vision/Life insurance
• Revenue sharing bonus opportunities
• Healthy work/life balance
• Competitive salary to commensurate with experience
• 401(k) plan with employer contribution
• Long term incentive plan

Learn more about our team at CareersAtAdviceOne.com

Currently we are not offering internships. NO PHONE CALLS PLEASE!