Operations Associate

Hamilton Point, a growing boutique investment management firm, is actively recruiting for a highly capable and versatile candidate to assume a hybrid role providing operational support as well as office administrative duties. Excellent wage and benefits offered for an excellent candidate.

Based in Chapel Hill, Hamilton Point has built a reputation for quality investments, meticulous client service and a team-oriented approach to wealth management. Due to consistent growth, the firm seeks to expand its team with a professional to handle client service and office needs.

Specific duties will include:

Client Relations

• Coordinates, prepares, mails, and processes client onboarding documentation

• Processes returned documents from clients including contracts, transfer paperwork, account maintenance requests, etc.

• Supports Relationship Managers in preparation of client meeting materials

Account Maintenance

• Acts as liaison with our custodians and vendors

• Verifies that all service requests on behalf of our clients are properly executed

• Handles account maintenance tasks such as transfers of assets, cashiering, and changes of address

Reporting

• Assists in preparation of monthly, quarterly and annual reporting for fact sheets and other external marketing materials

• Maintains internal reports and documentation for team meetings

• Actively assists with additional research and reporting projects as requested

Office Administration

• Inputs and maintains accurate client information in all systems

• Effectively manages CRM action items, phone calls from clients, etc.

• Maintains office equipment and supplies

• Scans and files any paperwork directly generated by daily activities

• Actively assists with any projects related to client service or internal business operations as requested

 

Associate

Full-time Salaried + Benefits

Investment Management

Financial Services

Operations, Client Service, Administrative

A versatile business professional with operations and/or administrative experience;

BA/BS strongly preferred;

A proven point-person; one who combines smart organizational and problem-solving skills, productive administrative capabilities, outstanding client service orientation and a polished and professional presentation;

MS Office proficiency required; Advanced Excel preferred;

An excited and collaborative self-starter who will thrive in this emerging, professional setting