Senior Advisory Operations Specialist

Posted on 08/01/2024Guide Stone - Dallas, TX

full

Company Description

Guide Stone

Position Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

This position will support the back-office operations of GuideStone Advisors, an SEC registered investment advisor (RIA). The position will need knowledge of the detailed intricacies of industry technology, custodians and how to support advisors in serving their clients. This is a critical function for our overall success. This position’s focus will be on providing excellent back-office operations that is efficient, reliable and compliant in supporting and enabling the GuideStone Advisors team to continue to rapidly grow and expand our service offerings to faith-focused investors.

 

What You'll Do

- Support daily back-office operations, including:

  • Portfolio accounting and reconciliation of data across internal and external systems

  • Trade execution and portfolio management which includes rebalancing, tax optimizing trades, dollar-cost-averaging programs, and tax-loss-harvesting

  • Client onboarding, implementation, and maintenance

  • Model maintenance/assignments

  • Client reporting

  • Billing

  • Communication with third-party technology vendors.

  • Work closely with the whole Operations team in supporting and improving the back-office operations function that supports the advisors in delivering an excellent client experience.

- Identify process improvements and continually gain efficiencies.

- Support continual improvements in the compliance program through improvements to our back-office operations.

- Design, analyze and provide relevant operational reporting to management

 

What You'll Need

  • Bachelor’s degree in finance or related field.

  • 5+ years in RIA operations

  • Knowledge and overall understanding of the RIA industry, compliance rules and regulations, risks and product suitability. Highly competent with Microsoft Office Suite (especially Excel).

  • Familiarity with Orion Advisor Technology or other back-office advisor technology. Familiarity with Schwab Advisor Services or other RIA custodial platforms.

  • Familiarity with Power BI or other reporting technologies a plus

  • Familiarity with variety of investments, particularly mutual funds, separately managed accounts and private alternatives.

  • Strong analytical skills and decision-making ability.

  • Strong written and oral communication skills.

  • Strong attention to details.

  • Demonstrated ability to work autonomously or as a team and strong work ethic with the ability to set priorities, meet deadlines and handle multiple projects in a rapidly changing environment.

 

 

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