Operations Specialist

Full Time

Position Summary:

Thrive is seeking a detail-minded, self-motivated individual to join our Firm as an experienced Operations Specialist. We’re looking for someone who can provide daily support to our Financial Advisors and help our team continue to provide the concierge level of client service that our clients have come to know. If you love the challenges and opportunities of a fast-paced team environment, combined with the benefits of working for an established and respected RIA Firm, then we believe that Thrive Wealth is the right place for you!

Position Responsibilities:

Support the Thrive Wealth team with day-to-day operations
Prepare account opening and servicing paperwork
Update and maintain client communications, tasks, and appointments in our Customer Relationship Management (CRM) system
Work with management to prepare and process billing on a quarterly basis
Process all incoming mail
Special projects as assigned

Candidate Qualifications & Attributes:

Bachelor or Associate degree in Business related field preferred
Prior experience working in an Advisory or Insurance Firm, for a CPA or at a Custodial Firm such as Schwab, TD, SEI or Vanguard
You’ve got a real passion for error free work and love streamlined processes
You jump at the challenge of finding creative solutions
You have demonstrated a love of learning new things and take pride in sharing your knowledge with others

Skills:

Knowledge working with Microsoft Office is required. RedTail CRM, Schwab and Orion, a plus.

Compensation:

Compensation will be based on experience
Thrive offers an excellent benefit package, including medical, dental, vision, 401K, profit sharing, company paid life insurance and paid time off

Thrive Wealth Management embraces diversity and equal opportunity in a serious way. We’re committed to building a team that represents a variety of backgrounds and perspectives. The more inclusive we are, the better our work will be.

To apply for this position, please contact us below!