Careers
Operations Associates are an integral part of TLWM Financial. We are currently seeking a motivated individual with prior experience to join our team in this capacity. A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate excellent attention to detail. This person will contribute in all aspects of client service and operations. A successful operations associate candidate should demonstrate an excellent understanding of the financial services industry.
We compensate all Operations Associates with a competitive salary. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered at TLWM Financial is available upon request.
If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please email your resume to [email protected].
Responsibilities & Activities
- Provide exceptional customer service to our clients.
- Become one of TLWM’s operational experts.
- Coordinate and take ownership of operational requests.
- Develop and suggest process improvements to increase firm efficiency.
Knowledge, Skills & Abilities
- Excellent interpersonal skills.
- Exceptional attention to detail.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in servicing and caring for other people.
- A burning desire to succeed.
- An ability to handle multiple tasks.
- Excellent organization and time management skills.
- Non securities licensed welcomed.
- 2 year minimum experience in the advisory and/or brokerage financial services industry.
- No college degree requirements.
