Operations Specialist

Operations Specialist

JOB DESCRIPTION

WHO WE ARE

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. 

OUR MISSION

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

CORE VALUES

• Be Selfless and Humble
• Be Authentic
• Serve with Passion and Positivity
• Be Connected and Engaged
• Be Empowered and Accountable
• Thirst for Knowledge

POSITION TITLE

Operations Specialist

POSITION SUMMARY

As the Operations Specialist 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 & RESPONSIBILITIES

Job duties and responsibilities include the following:

• This position is responsible for adhering to administrative systems, procedures, and policies
• Works closely with the Operations Manager 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 Operations Manager 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 Operations Manager to determine firm goal execution
• Responsible for the organization and maintenance of the firm’s client document center (NetDocuments)
• 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

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelor’s Degree required
• 2-4 years’ experience in financial services industry – Series 65 license is preferred
• 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
• Professional demeanor
• Must have the 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 required

WHY WORK AT BRADLEY WEALTH

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Bradley Wealth can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on healthy living.

BENEFITS

In exchange for your expertise, we offer a competitive salary depending on experience, 401(k) plus matching, health benefits and a great working environment in our beautiful Scottsdale, AZ location.

Job Type: Full-time

Days/Hours: Monday-Friday 8:00am - 5:00pm

Reports To: Operations Manager

Pay Range: $50,000 - $60,000

Location: Scottsdale, AZ

Openings: 1

How to Apply: Email resume and Cover Letter to yourfuture@bradleywealth.com.