Operations Associate - Symonds Wealth Management

Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication Responsibilities and Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding requirements during account creation and account funding + Communicate over the phone and email to gather requirements for account creation + Adding, updating, and completing workflows within our CRM system + Address work items in NOT IN GOOD ORDER (NIGO) status + Add and edit account features such as cashiering requests for a client + Work alongside experienced team members and ask for help when needed + Customer Service Duties + Create a welcoming experience for all guests and team members + Answer inbound phone calls and route them to the right person or take a message + Handle customer requests and account service items like address and beneficiary changes + Set up and maintain our customer online portal experience in eMoney + Administrative Duties + Data Entry + Creating electronic files for clients and accounts + Printing, Scanning, Faxing, Mailing, and Filing Qualifications + Experience: 1-3 years preferred but not required + Education: College degree preferred but not required + Skills Required: + Computer Skills + Communicating Over the Phone + Organizational Skills + Persistency

Created: 2025-12-04