Financial Operations Specialist

Overview

• Do you thrive on precision, organization, and delivering exceptional client experiences?
• Are you confident, tech-savvy, and ready to learn new systems quickly?
• Does being the go-to person for smooth account operations sound exciting to you?

If that describes you, we need to talk!

• Manage all aspects of client account operations, including opening, closing, and updating accounts.
• Process asset transfers, deposits, withdrawals, wires, checks, and other money movements with accuracy.
• Monitor account activity for changes, alerts, and compliance requirements.
• Prepare and distribute quarterly client reports while assisting with tax-related documentation.
• Research and verify cost basis details, ensuring all client data is accurately maintained in the CRM system.
• Support portfolio operations by reconciling trades, coding new assets, and generating performance summaries.
• Handle billing processes, create investment policy statements, and provide year-end tax analysis support.
• Execute trade entries for equities, mutual funds, and bonds, while coordinating aggregated trades across multiple accounts.

• PTO and paid holidays
• 401(k) plan with company match
• Additional benefits available

Type: Direct Hire

• Degree in Economics, Finance, or related field is preferred.
• At least 3 years of experience in financial services operations.
• Familiarity with CRM and portfolio management systems.
• Hands-on experience with banking, insurance products, and securities.
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• CRPC certification would be a big plus!

Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.