Position Summary:
The Operations Coordinator will primarily assist the Operations Manager with driving innovation in client experience, ensuring new and existing clients receive excellent service, and working with all team members to increase organizational efficiencies.
Duties and Responsibilities:
- Assist in all operational aspects of client on-boarding and client maintenance, including collecting and organizing incoming client information and documents, assisting with account openings, account transfers, etc.
- Assist with operational aspects of creating new investment vehicles, including ensuring all legal documents are received and all bank accounts are opened.
- Assist the Operations Manager with maintenance of client and investment data.
- Assist in the processing and reconciliation of information coming from our third-party fund administrator into our client facing reporting platform.
- Facilitate cash transfers and money movements for clients and investment vehicles.
- Assist the Operations Manager in all communication with investors regarding capital calls, distributions, quarterly statements, annual audits, and tax documents.
- Assistance with compliance tasks, including ADV and Blue-Sky filings.
- Assist the Operations Manager with CRM system projects.
- Assist the Operations Manager with IT projects and ongoing improvements.
- Assist the accounting and investment teams in streamlining and automating key processes and procedures.
- Complete ad hoc projects as needed.
Minimum Position Requirements:
- Experience in client services, family office or comparable financial services preferred.
- Bachelor’s degree required.
- Work experience: 1-2 years.
- Ability to multi-task and function in a fast-paced environment.
- Strong analytical skills and understanding of basic financial concepts.
- Desire to learn and grow professionally in the personal financial management business.
- Proficient in Microsoft Excel, PowerPoint, and Adobe Acrobat.
- Salesforce experience is preferred.
Other Essential Candidate Traits:
- Strong interpersonal, organizational, and communication skills, initiative, and ability to make decisions within guidelines.
- Team player with positive attitude and strong work ethic.
- Integrity, ethical standards, and sound judgment.
- Attention to detail must be a strength.
- Ability to interact and build relationships with company management and personnel.
- Willingness to learn and expand responsibilities outside of operational duties.
About Legacy Knight:
Legacy Knight is driven by a transformative mission to set a higher standard in the family office industry. Leveraging our decades of experience advising prominent families, we aim to define this standard of excellence through innovative institutional-quality investments and an unwavering commitment to family service. Through this, our tenured family office professionals empower our families to preserve and elevate their Legacy for generations to come.