Job description

Toth Financial is seeking a qualified candidate to join our team as an Operations Senior Associate who will directly support client needs across the firm and be highly engaged in daily operations. The role of an Operations Senior Associate demands significant attention to detail and analytical skills to implement procedures, enhance operational efficiencies, and provide internal and external support for the Advisory Team. The Operations Senior Associate will be responsible for maintaining database reporting software including auditing and applying standards of formatting. This individual will also play a key role in the Operations Team, handling required documents, back-office account management, and interaction with clients on a regular basis.

Successful candidates for this position will have a demonstrated track record of educational and/or professional achievement with increasing responsibilities, along with a passion for operational structure and efficiency within a professional, client-facing environment.

Job Responsibilities:

• Serve as an Operations Team liaison with Portfolio Managers, providing operational and administrative support in daily business practices
• Assist in preparing and reviewing relevant documentation and execute on meeting follow-up activities
• Provide research and analysis upon request including generating reports, providing analysis for external or internal purposes, and maintaining portfolio administration requirements
• Fulfill time-sensitive tasks and manage competing deadlines while providing professional customer service to internal and external parties
• Develop, drive, and implement strategic goals for improving business operations
• Provide firm wide portfolio reporting expertise across all asset classes and account types
• Maintain data integrity throughout Toth Financial’s tech stack through quality review procedures including audits and corrections when needed
• Maintain relationships with internal teams and external contacts
• Support the Vice President of Operations and fill in for duties when required

Skills/Experience:

• Bachelor’s degree in finance, accounting, or business management; other degrees will be considered
• Understanding of investment performance measurements and statistics
• Driver and leader demonstrating ability to implement systems and processes
• Personable and team-oriented; Ability to be individually motivated and team focused
• Strong time management and organizational skills; ability to manage multiple responsibilities and changing priorities
• Demonstrated outstanding written, verbal, and interpersonal skills
• Skills in Microsoft 365 applications (Word, Excel, PowerPoint, Outlook)
• Emphasis on an aptitude for learning new programs and applications to generate business process automations and workflows

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Leesburg, VA 20175: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: One location

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