Operations Central Specialist | Wealth Advisory

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232010

Position Title:

External Description: Description & Requirements

FORVIS is seeking a full-time Operations Central Specialist to fill a key role within the Wealth Advisory team. FORVIS Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients' interests first. The qualified candidate for this position must be detail-oriented and possess an integrity-first and positive team-player attitude.

How you will contribute:

• Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families
• Developing and maintaining in-depth expertise in multiple industry software systems including our Client Relationship Management (CRM) and Investment Portfolio software
• Preparing internal and custodial paperwork for clients
• Maintaining up-to-date client records in systems
• Working with the team to ensure timely delivery of items to clients
• Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision
• Organizing information for quarterly tax payments
• Ensuring that tasks are on track and expectations are completed on time

We are looking for people who have Forward Vision and:

• Highly detail-oriented, fast-paced, and exceptional time management skills
• Outstanding verbal and written communication skills; must have an excellent phone presence
• Attention to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently
• Must be highly organized, proactive, energetic, and enthusiastic with a heart for service
• Technically and analytically focused
• Ability to work within defined policies and procedures
• Collaborative learning style with the ability to work independently on projects
• Passion for serving clients

Minimum Qualifications:

• Bachelor's degree in finance or general Business
• 2 years minimum experience in a related field (financial services, wealth management, or financial planning)

Preferred Qualifications:

• Prior experience serving affluent families

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City: Springfield

State: Missouri

Community / Marketing Title: Operations Central Specialist | Wealth Advisory

Location_formattedLocationLong: Springfield, Missouri US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.