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RIA Operations Specialist
Job in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-03-10
Listing for:
New York Life Insurance
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Employer Industry: Financial Services
Why consider this job opportunity- Salary up to $58,500
- Eligible for annual discretionary bonuses
- Comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs
- Opportunity for career advancement and professional development within a Fortune 100 company
- Supportive and inclusive work environment that values employee contributions
- Flexibility to work remotely
- Handle incoming calls on various product types including stocks, bonds, and mutual funds
- Provide subject matter expertise for Wealthscape and Envestnet platforms to advisers and stakeholders
- Assist in training new staff and handle escalated cases from advisers
- Identify and resolve operational and compliance issues during daily activities
- Proactively respond to inquiries from Eagle Strategies Advisors and assist with new cases
- Bachelor’s Degree
- 1-2 years of relevant experience in the financial services industry
- Holds Series 7 or is a subject matter expert in specific Eagle core processing functions
- Proficiency with Microsoft Office
- Strong customer service skills and comfort with inbound/outbound calls
- Knowledge of the managed account industry
- Schedule flexibility and strong work ethic
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