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Financial Operations Specialist

Delta Dallas Dallas, TX (Onsite) Full-Time
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Financial Operations Coordinator - North Dallas - Hybrid (4 WFH; 1 On-Site)

Delta Dallas, representing one of our esteemed clients, seeks a dedicated Financial Operations Coordinator. This role presents a unique opportunity to join a seasoned team and provide essential support to two highly regarded Financial Advisors known for their expertise. The ideal candidate will embody teamwork, possess a service-oriented mindset, and thrive in an operational role.

Company Perks:
  • Half-day Fridays during summer and winter seasons
  • Three weeks of paid time off, increasing after 5 years of employment
  • Company Paid Holidays
  • Comprehensive 100% employee medical coverage
  • 401K matching program
  • Life insurance policy
  • Long-Term Disability coverage

  • Manage financial transactions and account processes, ensuring confidentiality and compliance
  • Coordinate new account onboarding and transfers within internal systems
  • Act as a liaison between Wealth Managers and clients, ensuring smooth communication
  • Support Wealth Managers proactively by executing tasks efficiently
  • Communicate regularly with Wealth Managers to update on task progress
  • Provide operational guidance and resolve client service issues promptly
  • Contribute to special projects within the Operations Team
  • Support colleagues in a collaborative team environment

  • Bachelor???s Degree in Finance, Accounting, or related field.
  • Three or more years of experience in financial services.
  • Experience with Fidelity/Schwab platforms preferred.
  • Prior trading experience is beneficial but not mandatory.
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Dallas, TX (Onsite)

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Admin - Clerical


Not Specified

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