Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
JOB PURPOSE SUMMARY
Under the general direction of the Director of Operations, this position will provide daily support for branch offices and Director of Operations. The Operations Specialist will be responsible for using available resources appropriately to ensure all aspects of service and support to branches and their clients are fulfilled accurately and timely while maintaining OneDigital Investment Advisors and Broker/Dealer compliance standards.
KEY RESPONSIBILITIES AND DUTIES
-
New Account Set-Up & Database Maintenance
-
Complete set-up of new accounts within the portfolio management database
-
Create, update, and maintain accurate and timely documentation in ticketing system
-
Update and maintain accurate and timely documentation in the reporting and billing system
-
Calculate refunds due to clients
-
Assist with administrative duties as needed:
-
Create and update documents, spreadsheets, and presentations
-
Assist with answering phone calls
-
Print and prepare mass mailings
-
Provide other general administrative and clerical duties including faxing, filing, and document scanning
-
Miscellaneous office duties
-
Act as a system admin for users of custodial and portfolio management software
-
Assist Director of Operations with daily, weekly, and monthly audits
-
Act as a resource regarding best practices, policies, and procedures as it relates to the RIA and its branches
-
Work in conjunction with team members to evaluate, develop, and implement reporting solutions, procedural changes, or other projects as needed
-
Take lead on various ad hoc projects
-
Provide technical support for Wealth Management specific systems
-
Communicate with custodians, software providers, branch offices – including principals, advisors, and staff
-
Adhere to compliance standards and Code of Conduct of OneDigital Investment Advisors and Broker/Dealer as described in compliance and operations manuals
-
Develop, maintain, and audit procedures relating to the systems and processes used by the OneDigital Retirement + Wealth team and branch offices
-
Collaborate with Director of Operations by constructively contributing to evaluation and training of OneDigital’s internal staff and branch offices
JOB STANDARDS
Education/Experience:
-
Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, or related concentration preferred
-
2-5 years business experience required, preferably in management of processes in investment industry
-
Experience with Schwab, Fidelity, and/or TD Ameritrade platforms a plus
-
Experience with Orion Advisor Technology or similar platform (Tamarac, Black Diamond, etc.) a plus
Skills:
-
Critical attention to detail and accuracy essential
-
Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
-
Excellent customer service skills
-
Excellent interpersonal communication skills, including heavy telephone and email communication
-
Good organizational and time management skills; ability to prioritize multiple tasks
-
General office equipment
-
Computer skills in Microsoft Suite, SalesForce, and Smartsheet
-
Judgment and problem-solving skills-based application of advanced or technical concepts are predominantly required
-
Demonstrate initiative to address issues outside standards
-
Generally works independently
Knowledge:
-
Full knowledge and understanding of basic investment terms and account types
Special Requirements:
-
Regular and predictable attendance is required
-
Primarily sedentary work
-
Visual acuity for computer work and written documents
-
Ability to hear in order to converse via telephone and in person
-
Access to highly confidential personnel and financial data
-
Ability to talk to people about sensitive subjects (money, family, death, etc.)
Travel:
Travel is limited to occasional industry conferences, 1-3 times per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
Top Skills
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
_0.jpg)
