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2 Available Job Results for category "Investment Management"
Overview
The Operations Specialist provides support to the Wealth/Financial Advisors and their support staff of Client Service Associates/Assistants. In general the Operations Specialist supports the advisors and their staff by performing administrative tasks that are not client facing. They ensure that all Northwest Capital Management (NWCM) and LPL Financial operations are documented and all regulatory requirements are met. They also ensure the readiness for regulatory exams and audits.
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The Senior Operations Specialist will assist the AVP of Operations/OSJ with oversight of the daily processes and procedures, ensuring the team is following all documented workflows and that all regulatory requirements are being met. The Senior Operations Specialist will work with the AVP of Operations/OSJ to ensure readiness for LPL branch exams or audits from any other regulatory authority. They will also assist in the day-to-day training and development of the Operations Specialist I and Operations Specialist II roles.
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