Careers

Operations Specialist

Are you an operations specialist who is currently concerned about all of the Mergers and Acquisitions going on in the Broker/Dealer world? Are you interested in working at a firm where stability is key? Reilly Financial Advisors, a San Diego-based Registered Investment Advisor has been consistently growing for over 20 years.

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for an Operations Specialist in our San Diego office.

Functions:

  • Maintain and update operational databases which include the Client Relationship Management database (CRM) and the Portfolio Accounting Software (PAS) database
  • Download transactions from the previous day and account reconciliation
  • Process new account paperwork along with additional miscellaneous paperwork associated with those accounts
  • Process requests from clients i.e. moving money, setting up on-demand instructions, updating beneficiaries, etc.
  • Maintain Proxy voting
  • Review class action lawsuits on behalf of clients
  • Assist in the preparation of the quarterly statements
  • Special projects as necessary

Requirements:

  • 2 years experience in an Operations Department (back office work)
  • Knowledge of Tamarac or Portfolio Center is a plus
  • Time management skills
  • Microsoft Office proficient
  • Be an organized, multitasking team player who works well both independently and, in a group
  • Working with internal departments to effectively solve client questions and requests
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