Operations Associate Job Richmond area,Virginia USA,Finance & Banking

Davenport & Company is one of the oldest employee-owned financial firms in the United States, which has thrived on a spirit of continuous improvement since 1863. Over the years Davenport has continuously attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations, and institutions.

We are proud to foster a culture that has led us to be recognized as a best place to work year after year, and we’re always seeking competent, energetic individuals who share our passion for providing a high level of service that enhances the well-being of our clients, communities, and colleagues.

Davenport & Company LLC is an Equal Opportunity Employer

Open Positions

Position:Operations Associate

Location: Richmond, VA

Job :406

# of Openings:1

OPERATIONS ASSOCIATE

Department:
Operations

Hiring Range: $50,000 – $60,000

OVERVIEW:

This full-time, non-exempt position supports the Operations Department through system administration and entitlement management, including NetX
360 access, account and asset servicing, financial advisor transitions, and coordination with internal departments and external vendors.

RESPONSIBILITIES:

Responsibilities of this position include, but are not limited to:

Manage system platform entitlements and administrative tasks with a high level of accuracy
Process a variety of account and asset servicing transactions, including involvement in on-site financial advisor transitions
Run and build system platform reports as needed
Serve as a liaison among firm departments and vendors, including Client Services and/or PCTD, to resolve technical issues
Collaborate with co-workers to deliver solutions to support operational needs as they arise
Maintain records and files as required
Perform other responsibilities and projects as needed

QUALIFICATIONS:

College degree and/or equivalent work experience required
Prior experience with platform access entitlements preferred
General understanding of basic accounting concepts
Proficiency in Microsoft Office Suite Products
Self-directed, resourceful, and able to exercise sound judgment
Strong communication skills, including timely issue escalation
Organized and detail-oriented, with the ability to prioritize competing demands
Ability to adapt to and work within a changing, moderately noisy work environment
Brokerage industry knowledge and experience a plus

SALARY & BENEFITS:

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with a HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

OPERATIONS ASSOCIATE
Location:
Richmond, VA
Department:
Operations
Hiring Range: $50,000 – $60,000
OVERVIEW: This full-time, non-exempt position supports the Operations Department through system administration and entitlement management, including NetX
360 access, account and asset servicing, financial advisor transitions, and coordination with internal departments and external vendors.
RESPONSIB…