Operations Associate
HCR Wealth Advisors
Los Angeles, CA US
Posted ago
HCR Wealth Advisors

We are looking for an Operations Associate who can help our growing team and client base. This role will provide high-quality support to advisors and clients, and support other important functions within the office. Services provided by this role include assisting with daily client service operations and coordinating account paperwork. This role will also coordinate with advisors to execute client service requests and utilize a variety of software applications to keep everything organized and well recorded.

Responsibilities

  • Ensure client account paperwork is filled out accurately and submitted before deadlines
  • Organize materials to assist advisors with client service requests
  • Carry out ongoing office administration tasks
  • May serve as the communication liaison between various levels of personnel

Qualifications

  • 2 to 4 years of related experience; RIA firm experience preferred
  • Proficiency in Microsoft Office Suite
  • Knowledge of customer relationship management (CRM) software preferred 
  • High school diploma required; 2-year college degree preferred

About HCR Wealth Advisors

Established in 1988, HCR Wealth Advisors has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.

Beyond our extensive financial capabilities, what truly differentiates HCR is the client experience. Every one of our clients has access to an entire team of professionals, and we take all life factors into account when advising, versus just financial considerations. We are also unconstrained by proprietary investment products. We consider multiple options and possibilities based on our clients' personal situation. The result is an objective, empathetic and collaborative relationship and a tailored financial plan that continues to evolve.

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