Front Desk Operations Associate - WBH Advisory
Baltimore, MD 21201
About the Job
Position Description
Title:Front Desk Operations Associate
Reports to:Director of Operations
Work Hours: 8am to 5pm ET
Status:Onsite Full-Time or Part-Time
Firm Overview
WBH Advisory ( ) is a long-established and fast-growing, independent Registered Investment Advisor (RIA) firm. We are looking for a Front Desk Operations Associate to assist us in our mission of helping our clients achieve their financial goals. WBH offers a fast paced/dynamic environment, growth opportunity, competitive compensation, and benefits program. This full-time position will be based in our Pikesville, MD headquarters.
Job Summary
As a member of the Operations Team, the Front Desk Operations Associate will provide administrative support for the WBH Team. Responsibilities include greeting clients and visitors, answering incoming calls, organizing electronic files, assisting the Office Manager, updating client data in CRM, as well as responding to internal and external client inquiries.
Primary Responsibilities:
· Greet incoming clients and guests
· Answer incoming calls
· Manage the mail and package process
· Deposit Checks and Initiate CRM workflows
· Scan and save documents pursuant to firm Standard Operating Procedures
· Schedule meetings for Advisors
Prepare meeting agendas and gather requested documents
Secondary Responsibilities:
· Update client data CRM software
· Assist Office Manager with various task (Payroll, sending/creating documents, employee onboarding, etc.)
· Assist Operations Team Members as needed (Preparation of various WBH client documents)
· Assist with the quarterly billing and performance reporting processes as needed
· Assist compliance as needed
· Other projects and duties as assigned
Qualifications
Successful Front Desk Operations Associates at WBH Advisory typically have the following skills and traits:
· Team Player
· Client service mindset
· Excellent time management, organization, and communication skills
· Drive to learn and master new knowledge areas
· Proficiency with Microsoft Office, specifically Word and Excel
· Experience with Orion, Advisor Engine, Schwab, and Fidelity preferred, but not necessary
· Experience in financial services industry preferred
Salary and Benefits
· Salary and Bonus Commensurate with Experience
· Medical, Health Savings Account, 401(k)