Falcon Wealth Planning

Operations Specialist - Financial Services Industry

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: TYPE OF WORK

Full Time

: SALARY

$3.5 - $5/hr

: HOURS PER WEEK

40

: DATE UPDATED

Jan 8, 2026

JOB OVERVIEW

About Falcon Wealth Planning

Falcon Wealth Planning is a fiduciary, fee-only Registered Investment Advisor dedicated to redefining how America experiences financial planning. We specialize in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

About the Role

We’re looking for a detail-oriented and reliable Operations Specialist to join our team. In this role, you’ll play a key part in supporting the daily operations that keep our client experience smooth and efficient. From handling paperwork and account maintenance to working with multiple custodians and internal systems, you’ll help ensure our processes run seamlessly behind the scenes.
_______________________________________

Key Responsibilities

• Prepare and send client agreements for signature using an online signature platform, with timely follow-up reminders.
• Open and manage new client accounts across three custodians: Fidelity, Charles Schwab, and Trade PMR.
• Process client updates, including changes to addresses, phone numbers, and beneficiaries.
• Handle all paperwork related to rollovers and account transfers (both ACAT and non-ACAT).
• Complete and submit IRS Form 5500-EZ annually for a large group of clients.
• Enter and update client records in Salesforce with accuracy and efficiency.
• Assist with custodian-specific forms, such as bank linking, distribution requests, and charitable donation processing.
• Provide general support to the operations department as needed.
________________________________________

Qualifications

• Bachelor’s Degree or higher
• Proficient in English, both in speaking and writing
• At least 1 year of experience in banking, finance, or a similar operations-based role.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple tasks and prioritize effectively.
• Comfortable navigating digital platforms and document workflows.
• Preferred: Experienced working with Salesforce CRM.
• Preferred: Familiarity with DocuSign or similar e-signature tools
• Preferred: Experienced working on Excel spreadsheets

SKILL REQUIREMENT

Attention to Detail Regulatory Compliance Multitasking

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Falcon Wealth Planning

Operations Specialist - Financial Services Industry

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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