Career Opportunities
Back Office Connection partners with RIAs, creating operational stability.
We do that by staying steps ahead of back office challenges.
And through meaningful partnership with each other.
Culture of Caring Accountability
Our Vision is to grow the Back Office Connection company while adding interest and opportunity for our entire team. You grow as we grow.
We stay steps ahead of our clients’ back office challenges and provide meaningful support to each other by living our Core Values, which guide day-to-day work and decision-making. Our work is demanding and rewarding because we share responsibility as well as support for a balanced life.
Integrity
We are honest, respectful and transparent in our work and communications.
Accountable
We focus on taking actions that get the best results possible for clients, pay attention to details and communicate in a way that enhances accountability and collaboration.
Raise the Collaborative Knowledge
We keep up with technological advances and best practices, and adapt to our ever-changing industry. We consider the big picture along with the details. We welcome learning and sharing—within our team and with our clients.
Engaged
Enthusiasm, energy and tenacity for our work—and for each other—shows we’re all in this together.
Care
We care about our work, our clients and each other. We take responsibility, act mindfully and show initiative.
Benefits of Joining Our Team
We are a women-owned, growing company. We’re dedicated to providing a path forward and progressive responsibility and compensation for employees who embrace The Back Office Connection Way.
We offer a competitive package of benefits.
Current Opportunities
Seeking individuals with Portfolio Management software experience within a range of technology environments, such as: Envestnet Tamarac, Orion Advisor Services, PortfolioCenter, Black Diamond and/or Advent Axys.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Portfolio management stewardship
- Daily account share & cost basis reconciliation review
- Corporate Action review
- Account set-up and maintenance
- Performance reporting
- Billing calculations & reporting
- Maintain written procedures
- Project support
- Client interaction/Client servicing
ABILITIES TO SUCCEED IN THIS ROLE:
- Meticulous attention to detail
- Excellent composition and verbal communication skills
- You excel in an independent working environment as well as work successfully within a team
- You work well under tight deadlines.
- Strong organizational skills and the ability to follow established processes consistently
- Strong prioritization skills and the ability to manage multiple tasks independently
- Excellent reliability
- Must have good people skills with a great customer service attitude
- Positive attitude, motivated and friendly
EXPERIENCE & SKILLS
- Bachelor's degree
- 3-5+ years of progressively responsible experience in the wealth management industry
- 3+ years of Portfolio Management Software experience (ex. Tamarac, PortfolioCenter, Orion, Black Diamond, Axys, APX)
- Series 65 license
- The ability and desire to be a self-starter, critical thinker, and problem-solver
- Excellent communication, relationship building, and organizational skills
- Demonstrated ability to delegate and manage a busy workload
- Proficiency with Microsoft Outlook and Word
- Proficiency in Microsoft Excel formulas and pivot tables
- Experience with CRMConnectWise Manage a plus
Salary depends on experience.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Sending and receiving documents to advisors, their clients, and investment custodians
- Coordinating the new client onboarding process: opening brokerage accounts, establishing cashiering needs, setting up online reporting access
- Updating cost basis, tracking required minimum distributions, reconciling account information
- Entering and maintaining client data and activity notes in CRM systems
- Serving as a liaison between clients and custodians/investment managers, including managing client information
- Tracking Asset Transfers & Cost Basis
- Client interaction/Client servicing
- Maintain written procedures
- Project support
ABILITIES TO SUCCED IN THIS ROLE:
- Meticulous attention to detail
- Excellent composition and verbal communication skills
- You excel in an independent working environment as well as work successfully within a team
- You work well under tight deadlines
- Strong organizational skills and the ability to follow established processes consistently
- Strong prioritization skills and the ability to manage multiple tasks independently
- Excellent reliability
- Must have good people skills with a great customer service attitude
- Positive attitude, motivated and friendly
EXPERIENCE & SKILLS
- 2 - 4+ years of client service experience in the wealth management industry
- FINRA Series 65 license is strongly preferred
- CRM (ex. Salesforce, Redtail, Wealthbox, Salentica)
- Portfolio Management Software familiarity (ex. Tamarac, PortfolioCenter, Orion, Black Diamond, Axys, APX)
- Full Microsoft Office Suite
- ConnectWise Manage
Salary depends on experience.
Please submit your cover letter including salary expectations, resume and list of software experience to: careers@backofficeconnection.com.
Service Area
Anywhere in the U.S. including all time zones
