Operations Associate

Hire Resolve is seeking a skilled and proactive Operations Associate for a reputable financial services firm. This role is ideal for a detail-oriented professional with strong administrative and financial experience, ready to contribute to a dynamic team. The Operations Associate will play a vital role in supporting client service, compliance, and operational efficiency within the organization. If you’re passionate about financial services and thrive in a fast-paced, team-oriented setting, we encourage you to apply!

Responsibilities

• Collaborate with the Client Portfolio Manager to implement meeting outcomes and address client requests promptly.
• Provide comprehensive administrative support to clients, including account setups, terminations, payments, and preparation of tax packs and statements.
• Maintain and update CRM systems (primarily Iress), ensuring accurate and up-to-date client data.
• Ensure strict compliance with FAIS, FI...