Job description

About us

Sullivan Financial Advisors - www.sullfin.com

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent & always operate in a fiduciary capacity; meaning we put our client’s best interest ahead of our own. We take pride in being client-centric & process-driven.

The company is built upon a foundation of building a team where each team member operates in their own Unique Ability - working within the capacity of what you truly enjoy doing, excel at & allowing you to have fun at work and also be rewarded! This allows each team member to remove the tasks that they do not enjoy doing and drain their positive energy. By building a team where everyone operates in their Unique Ability, we create a FUN atmosphere focusing on collaboration, not delegation.

Our company culture is very important, which has a large focus on work/life balance. While this is an in-office position, we allow one standing work from home day per week for each team member. We also understand that kids get sick, snow days happen & Covid isolation periods are likely to occur - those also can be work from home opportunities to avoid having to use PTO. The company culture focuses on having fun while providing the highest level of service to our clients. It is important that the team, our clients & our collaborators share our Core Values: Independence, Financial Advocacy, Empowerment, Relationships, Collaboration, Transparency, Fun & Client Experience.

Operations & Client Services Specialist

Job description:

Registered Investment Advisory (RIA) firm seeking qualified Operations Specialist with extensive experience in the financial services industry. This is an exciting opportunity to join a rapidly evolving firm focused on personalizing client relationships, while helping to plan and secure their financial future. This role will be specifically focused on the operations of client accounts; preparing new business and service paperwork for various client accounts, while also establishing strong relationships with clients – who are considered an extension of family. Qualified candidates must have the following requirements:

• Experience in financial services
• Experience working directly with financial advisory office (investments and insurance)
• Personable and able to develop relationships with existing clients and outside partners of the firm
• Excellent verbal and written communication skills
• Detail oriented with strong organization and planning skills
• Excellent knowledge of basic computer skills:
• Including Microsoft Office, Email, CRMs (Redtail), Zoom, GoToMeeting and Teams
• Experience with Envestnet and Orion Advisor Technology a plus
• Ability to manage multiple systems at once
• Extremely motivated and takes initiative
• Easily adaptable to change
• Ability to think outside the box and identify areas for improvement
• Ability to plan, be alert, and resolve unexpected problems quickly and efficiently
• Can work independently to research and resolve client inquiries & project management
• Positive attitude
• Phone confidence
• Trustworthy and discreet with confidential information
• Notary Public preferred, or willing to obtain

This is a full-time position requiring approximately 40 hours per week with flex time (part in-office and part work from home offered after sufficient training completed). Once hired, you will also be eligible to participate in a number of company-sponsored benefits after satisfying the required probationary period.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
Proof of employee vaccination required, hybrid in-office/work from home offered, socially distanced office, masks and hand sanitizer throughout office.

Experience:

• Financial services: 1 year (Preferred)

Work Location: Hybrid remote in Essex, CT 06426

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