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

+ Add...