CharlottesvilleRecruiter Since 2001
the smart solution for Charlottesville jobs

Operations Associate

Company: The Legacy Foundation, LLC
Location: Charlottesville
Posted on: January 14, 2020

Job Description:

The Legacy Foundation is a boutique financial planning and asset management firm looking for a full-time Operations Associate who can work both independently and as a team player. This role requires excellent time-management and prioritization skills as well as a detail-oriented method of working. Applicants should be excited about interacting with clients either in person, by email, or phone. The ideal candidate will have beginner to intermediate knowledge of stocks, mutual funds, and various investment accounts (IRAs, 529s, advisory, brokerage, etc.). This knowledge is not required but considered a plus; training will be available and ongoing. Responsibilities: Open and process new accounts, initiate administrative follow-up with fund companies and clients Address client requests concerning cash needs and transactions Develop and manage operational policies and procedures Develop and manage processing workflows to create staff and business management efficiencies Serve as a team liaison delegating tasks to portfolio managers, research analysts, and client services Ensure all regulatory documents are filed and monitor compliance with industry rules and regulations Skills and competencies: Although the candidate is not expected to have an in-depth knowledge of the financial industry, a willingness and desire to learn the nuances of financial planning and wealth management are of paramount importance. The successful candidate will have the following required skill set: 4-year college degree Strong communication skills and professional acumen Excellent written skills and the ability to communicate a clear and concise manner when interacting with clients or investment companies Strong organizational and time management skills with the ability to set priorities and meet deadlines Attention to detail and accuracy in work are vital to this position Self-starter that takes initiative and pursues completion of tasks with little supervision Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Experience working with a client relationship management (CRM) platform (Redtail, Salesforce) and/or financial planning software (eMoney) The following skills are considered a plus: Desire to pursue additional certifications within the finance industry such as AAMS, CFP, insurance licensure, securities registrations Excellent critical thinking skills and the ability to exercise good judgment and solve problems quickly and effectively Experience working in customer relations Interested candidates may apply by emailing a current resume and cover letter to The Legacy Foundation at: with "--Operations Associate' in the subject line.

Keywords: The Legacy Foundation, LLC, Charlottesville , Operations Associate, Other , Charlottesville, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Transcriber for Police Audios (Remote)
Description: Net Transcripts is looking for many vendors / independent contractors who have experience transcribing audio content of criminal investigations, court proceedings, law enforcement interviews, jail calls, (more...)
Company: Net Transcripts
Location: Harrisonburg
Posted on: 01/23/2020

Shopper Part Time
Description: Shipt is a membership-based marketplace
Company: Shipt
Location: Leesburg
Posted on: 01/23/2020

Shop for Shipt - connect with your local community
Description: Shipt is a membership-based marketplace
Company: Shipt
Location: Leesburg
Posted on: 01/23/2020


Software Integration Engineer / Full Stack Engineer
Description: Description:Does the thought of creating state-of-the-art innovative products excite you Then come join the Software Integration amp Test Team as we revolutionize underwater warfare. With an increased (more...)
Company: Lockheed Martin Corporation
Location: Leesburg
Posted on: 01/23/2020

Retail Cashier
Description: Often times, people think that all retail positions are the same... and for the most part, they may be right But when it comes to the merchandise we sell, the people that work for us and the scheduling (more...)
Company: Bed Bath & Beyond
Location: Leesburg
Posted on: 01/23/2020

Industrial Electrician- Luck Stone -Leesburg, VA
Description: To be considered for this position, all candidates must fill out our online application: www.luckcompanies.com/careers. Responsible for performing various Journeyman-level tasks in maintenance, troubleshooting, (more...)
Company: Luck Stone
Location: Leesburg
Posted on: 01/23/2020

Entry-Level Product Inspector 00pm-9:00pm)
Description: SunIRef:it Entry-Level Product Inspector 12:00pm-9:00pm Stryker 1,537 reviews - Leesburg, VA Stryker 1,537 reviews Read what people are saying about working here. Leesburg, VA is home to Stryker's spine (more...)
Company: Stryker
Location: Leesburg
Posted on: 01/23/2020

Sr. Mgr IBP
Description: Planning Manager will be accountable for developing processes and systems that enable the execution of the IBP process for Stryker Spine. We are a dynamic, growing global organization looking for a talented (more...)
Company: Stryker
Location: Leesburg
Posted on: 01/23/2020

Sales Representative (Winchester, VA) NSF/PCP
Description: By clicking the Apply button, I understand that my employment application process with Takeda will commence and that I agree with Takeda s , and .Job DescriptionOBJECTIVES: The Takeda sales representative (more...)
Company: Takeda Pharmaceuticals
Location: Leesburg
Posted on: 01/23/2020

CDL A Local Truck Drivers - Excellent Pay!
Description: VIRGINIA - DEDICATED CHICKEN LIVE HAULWant to build a strong driving job Load up with protein.Protein-power your job by joining JBS. As the transportation arm of the world s leading meat processor, our (more...)
Company: JBS Carriers
Location: Harrisonburg
Posted on: 01/23/2020

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Charlottesville RSS job feeds