In
  • Full Time
  • Boston

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Operations Specialist to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield County, CT that provides HNW clients with comprehensive wealth & investment management solutions.

Opportunity exists in the Boston location.

We are selectively seeking a motivated, dynamic, and highly organized individual at least 2 years of relevant operational experience to be a part of our team. The Operational Specialist will assist the firm by performing the following responsibilities:

Operations functions

  • Review and troubleshoot daily maintenance on client accounts; 
  • Oversee and perform ad-hoc/quarterly client billing using portfolio account software; 
  • Calculate, review and troubleshoot account and composite performance; 
  • Maintain and update cost basis reconciliation on client accounts; 
  • Monitor and maintain information on proxy voting and class actions, etc.
  • Assist with data mining projects 
  • Perform analysis in software/data conversions by reviewing and validating information (portfolio accounting and CRM)

Client Service functions

  • Validate and administer recurring and ad hoc requests for distributions/checks/wires;
  • Monitor, educate and troubleshoot information on Crestwood’s client portal as needed; 
  • Assist Crestwood team by providing account information for client meeting presentations, etc.

Compliance functions

  • Perform/assist on compliance-related projects such as reviewing client fees/billing, analyzing client domiciles; reviewing documented client IPS vs. current account asset allocation, etc.  

Requirements:

  • Ability to prioritize and manage multiple tasks while maintaining a high level of detail
  • Knowledge of portfolio administration and related performance issues
  • Strong written and verbal communication skills
  • Proficiency in MS Word, Excel, and PowerPoint
  • College degree required
  • Must be a team player with at least 1-2 years of relevant work experience
  • Previous experience working with Fidelity & Schwab as custodians a plus
  • Previous experience with Black Diamond a plus

We offer an attractive compensation plan including competitive salary, opportunity for bonus and full suite of benefits.

Crestwood Advisors values a diverse workforce. Women, people of color, people with disabilities, and members of the LGBTQ community are encouraged to apply. Crestwood Advisors is a member of Boston Women’s Workforce Council, a publicprivate partnership committed to closing genderbased pay gaps and removing the visible and invisible barriers to women’s career advancement.

To apply for this job email your details to info@crestwoodadvisors.com

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