Investment Operations Coordinator

Bradley Wealth is a leading independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions. Bradley Wealth has been serving affluent families, business owners, executives, and institutions since 2003.

At Bradley Wealth, we put our clients’ lives at the center of the planning process to help them achieve their greatest RETURN ON LIFE (ROL). We call this True Wealth.

Empower and educate the world to be responsible stewards of their wealth – One Person, One Plan, One Dream at a time.

Graceful Stewardship

Relentless Purpose

Reliable Execution

Investment Operations Coordinator

As the Investment Operations Coordinator you will drive successful efficiency for both our Wealth Planning and Investment Advisory businesses with a focus on service quality, delivery, and communication. You’ll play a pivotal role developing and assisting the operations team on quality, efficiency, risk management, and client happiness, setting the standard for operational excellence.

Job duties and responsibilities include the following:

• This position is responsible for implementing administrative systems, procedures, and policies
• Works closely with the CEO and associates to ensure organizational and procedural objectives are met
• Facilitate day-to-day operations for the Advisory, Financial Planning, and Portfolio Management Team
• Ensure end to end operational delivery and provide detailed measures and reports as well as on-demand updates
• Communicate operations strategy, performance and priorities, operations-related policies, practices, standards, and security measures to ensure effective and consistent support and execution
• Assist the CEO with alternative investment admittance
• Assisting with new client onboarding
• Responsible for handling all incoming, outgoing, and internal money movement
• Responsible for handling all Insurance related tasks from start to finish. Including illustration design, application, and underwriting requirements
• Must be able to work closely with firm’s vendors and partners
• Ensure that company policies are followed and communicate new policies, procedures, and best practices to staff
• Participate in office planning processes with the Leadership Team and assist with company-wide functions, such as weekly Level 10 preparation and Quarterly Offsite meetings.
• Assist with the annual AUM and revenue tracking, including working with the CEO to determine firm goal execution
• Responsible for the organization and maintenance of the firm’s client document center (Net Documents)
• Provide administrative and production support including typing correspondence (letters, memos, reports), mailings, handling client phone calls, etc.
• Promote and emulate an environment that reflects Bradley Wealth’s vision and values

• Bachelor’s Degree required
• 2-4 years’ experience in financial services industry – Series 65 license is preferred
• Experience with Orion and Money Guide Pro
• Ability to work in a fast-paced environment and handle several projects simultaneously
• Superior organizational skills.
• Excellent interpersonal skills.
• Displays thorough and ongoing follow-up, seeing tasks through to completion.
• Excellent attitude and an extraordinary client service orientation.
• Superior phone skills—friendly and helpful in all interactions on the phone.
• Excellent time management skills and ability to multi-task.
• Must have ability to interface effectively with all levels of personnel.
• Must be comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often as well as work schedule.
• Expert proficiency with Microsoft Office Suite.
• Proactive problem solving and critical thinking skills are required with ability to follow through to resolution in a timely manner.
• Excellent client service skills with a strong focus on quality control.
• Excellent communications skills both written and verbal are required.
• Ability to work independently with minimal supervision.
• Ability to prioritize tasks and work to tight deadlines.
• Strong attention to detail is…