Investment Operations Specialist bei Sanctuary Wealth

Description

This position is for Sanctuary Wealth - Corporate. 

We are only accepting applicants who are currently local to: San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL

     *PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above.

Summary - The Billing Specialist is responsible for all monthly Orion advisory and manager fee billing for approximately $14B in AUM. The ideal candidate possesses advanced database management skills, with experience working in Orion. Orion is Sanctuary Wealth’s performance reporting solution and functions as a data aggregator within the billing platform. This key role has ownership of the billing process with the ability to recommend process improvements, as needed. The ideal candidate has worked in FinTech, preferably in Wealth Management.

Preferred Knowledge, Skills, and Abilities:

The following skills and abilities are required to perform this job successfully:

· Experience with operational platforms such as Schwab, Pershing, Fidelity, and Orion

· Intermediate to advanced Excel spreadsheet proficiency – position weighs heavily on Excel functions/formulas

· Positive attitude, excellent work ethic and team player

· Ability to work in a fast-paced environment and take accountability for performance/work product

· Ability to complete other functions as assigned within Operations, as needed

· Polished oral and written communication skills

Essential Duties and Responsibilities:

· Review and prepare accounts in Orion for monthly billing process

· Applying fee schedules to accounts in Orion

· Complete daily, weekly, and monthly audits in accordance with billing and financial regulatory requirements

· Coordinate and execute successful billing onboarding for new advisors

· Train, implement, and enforce best practices with regard to advisory fee billing

· Assist with other departmental projects when necessary

Requirements

 Education and Experience Required

· Bachelor’s Degree or combination of industry experience and education required

· 2+ years’ experience working in the independent financial services space

Licenses & Registrations Required

· FINRA Licensed 7, 66 or 63 (or willingness to attain) preferred

Salary Range - $80,000 - $85,000