Financial Operations Associate

Robert Half Finance & Accounting
Fairfax, VA
Jan 20, 2022
Jan 28, 2022
Full Time
Description We are currently assisting a private wealth management firm located in Fairfax, Virginia to find a Financial Operations associate to join their growing team. The Financial Operations Associate will be responsible for client administration and services function of the firm. The ideal candidate for the Financial Operations Associate position will have 3+ years of experience in either operations or office management for a wealth management firm or financial services.Responsibilities of the Financial Operations Associate:+ Maintain and generate administrative requirements and paperwork necessary for client relationships+ Maintain investment account paperwork+ Prepare transactions and cashiering paperwork as well as handling cash distributions and contributions+ Review, enter and maintain client financial data across various software systems+ Open new client accounts from start to finish + Maintain compliance for firm + Process and open variable annuities and assist with life insurance policies Requirements Requirements of the Financial Operations Associate:+ 3+ years of professional experience in an office management or operational role for a wealth management firm or financial services environment+ Associate's/Bachelor's degree - preferredIf you are interested in this direct - hire opportunity, please apply directly or message Jamie Bader on Linkedin.Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.Questions? Call your local office at 1.888.490.5461. All applicants applying for US job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit for more information. (C) 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .