Client Operations Administrator (COA)

Description

Morton Wealth is currently looking to add a new Client Operations Administrator (COA) to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.5 billion in assets across 1,100+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

At Morton, our COAs are key contributors to our organization, as they provide administrative and operational support to our Advisory Teams, empowering them to deliver an outstanding experience to each of our clients.  The COA position is an ideal role for anyone looking to begin or further their career in wealth management, as it helps to build a solid foundation towards long-term growth. Whether it be as the first step on the path towards becoming a Wealth Advisor, or a future as a leader of the Operations Team, the COA position is a great developmental role because they interact with team members across all departments on a daily basis. As a result, our COAs have opportunities to grow their network, expand their knowledge in a variety of topics including investments and financial planning and develop important skills (communication, organization etc.) as they continue to move forward in their careers.

Requirements

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits high attention to detail and organizational skills while managing multiple requests and tasks.
• Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
• Empathy - Has good communication skills and understands how the role fits into company goals.
• Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency.
• Engagement - Has a passion for getting to know the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Works well as part of a team and participates in Morton events.

Daily responsibilities include:

• Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
• Management of client accounts and households through internal reporting system.
• Send documents to clients and follow up as needed.
• Ensure compliance policies are being completed, including the sourcing of supporting documents.

Our Offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization