Operations Specialist I - NWFA

Herndon, Virginia
Mar 10, 2023
Apr 09, 2023
Full Time

The Operations Specialist provides support to the Wealth/Financial Advisors and their support staff of Client Service Associates/Assistants. In general the Operations Specialist supports the advisors and their staff by performing administrative tasks that are not client facing.


  • Review paperwork for accuracy and completeness and open new accounts in Clientworks and Salesforce
  • Help to manage tasks via the Operations inbox
  • Perform account maintenance (address changes, householding, combined statements, CRM updates, etc)
  • Receive, open, review and sort incoming mail. Deliver mail to internal NWFA departments
  • Review, copy and process outgoing mail
  • Process incoming checks and update cash blotter
  • Network direct business accounts
  • Review daily notifications and resolve
  • Process transfer paperwork, update log and work with broker/dealer and outside firms to resolve issues to ensure transfers are completed in a timely manner
  • Maintain client account files and assist with filing
  • Archive completed paperwork to our online documents retention system
  • Cover front desk, as needed
  • Produce ad-hoc reporting and support special projects


  • High School Diploma or equivalent
  • BA/BS degree in Business or like field or a minimum of two years' experience in the financial services industry is preferred
  • Series 6, 7 and 63 are a plus but not required
  • Demonstrated strong attention to detail
  • Ability to work independently with minimal direct management supervision
  • Demonstrated initiative and resourcefulness as a self-starter

EEO Notice

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

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