Job Description

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

• Prepare client account paperwork, submit to custodians and follow-up to confirm completion
• Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures
• Execute account maintenance tasks such as, account terminations and other special requests as directed
• Review custodian alerts, document in applicable systems and follow-up as needed to resolve
• Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
• Research and respond to routine-to-complex inquires within defined service level commitments
• Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
• Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView)
• Partner with internal teams to document, review and update firm policies & procedures
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures