Operations Associate- Eagle, ID

In this role, you will provide administrative and technical support as part of the Operations team. Candidates should have a dynamic, self-starter attitude and should have a long-term time horizon for developing and growing in this role. Candidates should have a proven background in utilizing technology to automate business processes, and a demonstrated history of success in a similar role within the financial services industry is a plus.


  • Responsible for opening and closing Wealth Management accounts.
  • Responsible for processing cash disbursements via ACH, check, bank transfers and wires.
  • Perform research required to resolve issues as may result from account activity or transactions.
  • Answering phone and email inquiries from financial professionals
  • Support the Operations and Compliance Department as needed.


  • Attention to detail.
  • Ability to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy.
  • Proficient in Microsoft Outlook, Word and Excel.
  • Ability to use word processing, spreadsheet or other job related software programs.
  • Constructively interacts with co-workers, provides coverage and cross training as needed.
  • Ability to participate as a member of a team, assisting in other projects as needed or as assigned.

Benefits include:
Competitive pay-based on experience
Health, Dental and Vision Insurance
Paid Time Off
Paid Sick Days
401k with matching after 1st year


  • Highly motivated personality with a conscientious work ethic and a team-player attitude
  • Excellent communication skills, both oral and written
  • Well-organized and able to plan effectively for time-sensitive reporting requirements
  • Flexible and able to adjust to an ever-changing environment of technology and client expectations
  • Ability to change focus at any time to meet urgent items
  • Willing to take on new challenges as situations arise and try new methods that improve overall efficiency within the department
  • Excellent moral and ethical character
  • Excellent attention to detail
  • Must be able to form and maintain good relationships with advisors, vendors and co-workers

Preferred: Previous securities industry experience

Must be willing to complete fingerprinting and background checks