Job Title

Job Summary The Operations Associate will be joining a fast"‘growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams. This is a hybrid role (3"‰í—"‰/week in person) based out of our San Francisco office. Primary Duties and Responsibilities Optimize the client experience as it relates to operations and service to drive high satisfaction, quality, and efficiency for both the client and Parallel. Manage all aspects of our clients' operational needs within the timeframes committed to by Parallel and within the deadlines established by our custodians. Serve as a resource to multiple financial advisors in supporting client relationships. Lead or participate in cross"‘functional group projects to improve quality and efficiency within the teams. Required Skills and Abilities Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance. Strong organizational, analytical, communication, and interpersonal skills. Ability to work effectively in a fast"‘paced, deadline"‘oriented environment; capability to manage multiple demands and competing priorities. Excellent written and verbal communication skills. CRM experience, specifically Salesforce, a plus. Education and Experience Bachelor's degree or equivalent work experience. One (1) to three (3) years of experience in financial services. Salary and Benefits Salary based upon experience (salary range $72,000-$80,000). Opportunity for discretionary, semi"‘annual incentive awards (10% annual bonus based on performance). Benefits including health care, dental, vision, and 401(k) plans. Support for professional accreditation and continuing education requirements and other professional development. Parallel Advisors, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, protected veteran status, or any other characteristic protected by applicable laws and regulations. #J-18808-Ljbffr