Job Description

Job Description

Job Description

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.

Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets.

We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.

Role Overview

The Operations Administrator plays a key role in supporting RWA by managing client account transactions, including cash and securities transfers. They also facilitate the onboarding of new client relationships through detailed reconciliation of incoming account securities. Throughout all activities, the Operations Administrator is expected to uphold industry best practices and strictly follow established compliance policies and procedures to ensure full adherence to applicable regulations.

Responsibilities

• Utilize the custodial system to process client requests related to cash movement, including bill payments, wiring funds, and posting additions to accounts. This includes review of cash availability and compliant documentation. If the required documentation is incomplete or unclear, or if the cash action will create an overdraft, bring the issues to attention of Client Officer and/or a Manager for further action.
• Perform reconciliation in the onboarding of new relationships or the opening of subaccounts from an asset position and cost basis perspective, ensuring the accuracy of the portfolio in all respects across all technology platforms.
• Interact with receiving and delivering custodians to ensure the timely movement of assets and provide regular and detailed updates about the status of new relationships in this stage of the onboarding process, both in meetings and via case notes in Salesforce.
• Use the functionality of the core trust accounting system and its related modules in providing account related information.
• Establish and maintain electronic files of all the above-related work functions in fulfillment of RWA’s policies and procedures.
• Uphold confidentiality and consistently deliver high-quality work aligned with organizational standards.
• Perform other duties as assigned by the Chief of Data Analytics, and other management team members of RWA, related to successful delivery of service to client accounts.

Education, Experience and Qualifications

• Bachelors’ Degree preferred with one year of related work experience
• Excellent organizational skills with attention to detail
• Strong verbal and written communication skills, with proficiency in PC software applications such as Microsoft Word and Excel.
• Familiarity with custodial systems, Salesforce and Orion is preferred, or a demonstrated ability to quickly develop expertise in such systems.
• Ability to work effectively under pressure and within strict deadlines, managing multiple projects and priorities simultaneously.

Compensation

The anticipated base salary range for this position is $65,000 - $85,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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