Operations and Advisory Coordinator

Operations And Advisory Coordinator

The Operations and Advisory Coordinator provides end-to-end operational execution for the Operations and Advisory Specialist, Stewardship Advisors, and the Chief Investment Officer's client accounts. This role is the firm's primary point of contact for custodial account servicing, executing trades, processing distributions, and completing account actions. The Coordinator is trusted to exercise independent judgment on routine account actions while confirming trade parameters and larger decisions with the advisor directing the work.

Key Responsibilities

• Custodial Account Servicing and Third-Party Coordination. Act as the primary liaison to Schwab operations and alternative-investment desks, resolving paperwork exceptions, held or pending transfers, and account-title issues, and escalating custodian or rep errors.
• Trade Execution. Execute buy and sell orders across equities, ETFs, and fixed income per advisor instruction, perform proportional liquidations, purchase and track Treasury bills and notes, and journal cash and shares between linked accounts.
• Client Distributions, RMDs, and QCDs. Process recurring and one-off client distributions, Required Minimum Distributions, and Qualified Charitable Distributions, applying correct tax withholding and coordinating charitable checks.
• Client Money-Movement Verification and Disbursement. Verify the authenticity of money-movement requests by calling the client directly before releasing funds.
• Client and Advisor Onboarding, Account Opening, and Asset Transfers. Open and title new custodial accounts, process re-registrations, set up ACH/wire linking, and coordinate Transfer of Assets / ACAT transfers.
• Beneficiary, Trust, and Signature Documentation. Process beneficiary and TOD designation updates, draft Letters of Instruction, coordinate post-death documentation, and manage Docu Sign envelopes.
• Alternative Investment and Illiquid Asset Administration. Prepare, verify, and track Alternative Investment Custody Letters of Authorization and subscription agreements.
• Advisory Billing Support. Calculate, reconcile, and process quarterly advisory fees through custodial billing systems.
• Client Service and Cross-Functional Support. Serve as a direct point of contact for clients on account servicing questions and provide status updates to advisors and the CIO.
• Salesforce CRM Maintenance. Maintain accurate CRM records, documentation uploads, and task tracking.
• Compliance Recordkeeping and Regulatory Correspondence Support. Support ADV and regulatory correspondence and organize client documentation into structured recordkeeping folders.

Required Qualifications

• Associate or Bachelor's degree preferred (business, finance, or a related field a plus).
• One (1) to three (3) years of experience in operations or financial services support roles.
• Working familiarity with custodial account-servicing processes and paperwork (e.g., Charles Schwab).
• Experience with CRM systems;
  Salesforce strongly preferred.
• Strong attention to detail and ability to manage multiple concurrent tasks and deadlines.
• Proficiency with Microsoft Office, especially Excel.
• Clear written and verbal communication skills.

Compensation & Benefits

Compensation: $20.00 to $23.50 per hour, non-exempt, commensurate with experience and qualifications. As a non-exempt position, this role is eligible for overtime in accordance with applicable federal and state law, and for company profit sharing based on organizational performance.

Benefits:

• Medical Insurance:
  Individual Coverage Health Reimbursement Arrangement (ICHRA) — employer-funded reimbursement for individual health insurance premiums and qualifying medical expenses.
• Dental and Vision Insurance:
  Voluntary coverage with national provider networks.
• Life and Disability Insurance:
  Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage.
• Monthly Benefit Allowance: A set monthly allowance applicable toward employer-sponsored benefits or, subject to plan terms, taken as taxable income for private-market coverage.
• Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure.
• Paid Time Off:
  Flexible PTO covering vacation, sick, and personal time, plus paid holidays.
• Profit Sharing:
  Eligibility for company profit sharing based on organizational performance.
• Professional Development:
  Reimbursement available for approved certifications, licenses, and credentials.

Application Process

Qualified candidates are invited to apply through the firm's careers portal at  Applications will be reviewed on a rolling basis until the position is filled.

Equal Opportunity Employer

HIS Envoys Group, LLC is an Equal Opportunity Employer. The firm welcomes qualified candidates from all backgrounds and complies with all applicable federal, state, and local anti-discrimination laws. The firm does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age,…