BolyːWelch Hiring for Operations Specialist Full Time

Job Number: 13229

Salary: $80K+ DOE

Industry: Financial Services

What Matters Most:

• 3+ years of related work experience in the investment industry or as a wealth advisor




• Proficiency in Microsoft Office required




• Experience with Fidelity, Orion, Addepar, Black Diamond, or similar portfolio accounting systems

Your New Role: Are you detail-oriented, flexible with your workload, and eager to be part of a solutions-oriented, creative team? This Operation Specialist role at a local FinTech startup might be for you!

In this role, you’ll help clients build and customize their portfolios, working closely with the implementation and client services teams. You’ll coordinate client paperwork for launch folders and create customized s for clients. In addition, you’ll handle analytics, conduct trade and account reconciliations, and perform data entry and tracking for onboarding.

There is incredible growth potential at this company, which offers the rare benefit of paid medical benefits for your entire family!

Your New Organization: This thriving Fintech start-up offers resources to companies nationwide. They have a creative environment that’s both high energy and entrepreneurial. The office has taken COVID very seriously, so rest assured you will be safe in this in-office role.

Benefits include paid time off, medical, dental, and vision coverage for you AND your entire family, life insurance, a 401(k) plus match, and bonus potential.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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