Operations Administrator at McKinley Carter Wealth Services INC

Dayton, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Apr, 26

Salary

0.0

Posted On

09 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Problem Solving, Interpersonal Skills, Communication Skills, Organizational Skills, Technology Navigation

Industry

Investment Management

Description

Description At McKinley Carter Wealth Services, we believe that when we support one another, we achieve more together than we ever could alone. Our culture is built on trust, teamwork, and a shared commitment to helping clients design and implement financial strategies that lead to long-term success. If you’re looking for a role where your contributions truly matter and your growth is encouraged, we’d love to meet you. About the Role As an Operations Administrator, you’ll provide essential support to our Advisory and Operations teams, ensuring accuracy and efficiency in account administration. Your attention to detail and commitment to flawless execution will help us deliver exceptional client service and maintain operational excellence. Following a successful orientation, we anticipate this could become a hybrid or even fully remote position. Requirements What You’ll Do: Execute day-to-day account administration, including money movement, documentation review, and custodian communication. Perform internal audits to ensure data integrity, including wealth management agreements and billing. Code accounts and reconcile data Troubleshoot issues with custodians and advisors and coordinate alerts. Support external audits through data retrieval. Provide administrative support across the Operations team. What We’re Looking For: Associate’s degree or equivalent experience. Business operations or administration experience in financial services preferred. Strong organizational and problem-solving abilities. Excellent interpersonal and communication skills. Comfortable learning and navigating various technology platforms and systems to support operational processes Ability to thrive in a fast-paced, detail-oriented environment. Why McKinley Carter Wealth Services? A supportive, collaborative culture where your voice matters. Opportunities for professional growth and advancement. Competitive base compensation with the opportunity to earn profit sharing bonuses. Comprehensive benefits and a commitment to work-life balance. Ready to make an impact? Apply today and become part of a team that cares for clients – and for each other. EEOC No phone calls please

Responsibilities

As an Operations Administrator, you will provide essential support to the Advisory and Operations teams, ensuring accuracy and efficiency in account administration. Your role will involve executing day-to-day account administration tasks and supporting external audits.