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Cerity Partners
Seattle Office
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
The Operations Associate role will report to the Director Operations supporting the operations group in the daily administration and trading of discretionary and non-discretionary client accounts and general operational functions and administration. The individual in the role will be expected to be proactive and work in a collaborative team environment.
Primary Responsibilities
Data integrity functions (beginning of day process):
Drafting/reviewing trade directives and cash transfer directives, including wire directives, for executing transactions and money movements for discretionary and non-discretionary accounts
Completing manager subscription and funding documents for discretionary client’s investment into fund accounts
Work directly with the technology platforms for discretionary accounts. This includes the OMS, custodial platforms, and other systems as needed.
Provide input on the continued development and process improvement of all facets of the discretionary account offering, including ways to better utilize current technology and integrate new systems into the current process
Review of consultant generated trade packet material for accuracy. Sending trade packet material to appropriate parties for execution.
Provide specific manager funding and operational support to consultant teams.
Compensation
$90,000 - $105,000
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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