CAREER OPPORTUNITY

Operations Specialist

Athens, Georgia

About Elwood & Goetz

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, and Charleston. As fiduciaries to our clients, we provide comprehensive, personalized, and objective financial planning services for individuals, households, and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, we serve more than 400 families in over 35 states and have earned an annual client retention rate above 99%.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Firm Culture

We take pride in our welcoming, supportive, and celebratory firm culture. Our cultural values include:

  • Passionate about helping others.
  • Continuous pursuit of knowledge and sophistication.
  • Unwavering belief in the value of teamwork.
  • Client-first approach.
  • Proactive relationship-building.
  • Building and advancing our team, our clients, and our communities.
  • The belief that financial planning is — first and foremost — a helping profession.

Position Description

Responsibilities

One of our firm’s key differentiators is our detail-oriented, responsive client service. The operations specialist position is essential to maintaining our renowned level of quality client service. This position is suitable for someone who desires to work and develop on the operations side of a Registered Investment Advisory (RIA) firm. Specifically, this position will be responsible for:

  • Working closely with our financial planning teams to implement account consolidation recommendations.
  • Preparing paperwork required for the implementation of new client accounts and account transfers utilizing DocuSign technology.
  • Facilitating the rollover of client retirement plans and annuity accounts by administering conference calls with new and existing clients.
  • Utilizing and managing Orion software to monitor new accounts and new account transfers.
  • Managing and maintaining transactional data imported into Orion from ByAllAccounts.
  • Working closely with our custodians (i.e., Charles Schwab) to open new accounts and facilitate account transfers.
  • Assisting with the creation and implementation of new operational policies and/or operational policy changes, as needed.

Given the steady, quick growth of the firm, there is significant opportunity for candidates to develop a unique career path. Depending on professional interests, career trajectory may include higher level responsibilities involving Compliance Administration, Human Resources, and Accounting.

Candidate Qualifications

  • Bachelor’s degree required. Concentration in business administration, finance, accounting, or financial planning preferred.
  • Previous operations and/or financial services experience preferred.
  • Conscientious and detail-oriented.
  • Self-motivated with a positive attitude.
  • Outstanding organizational skills.
  • Unwavering desire to help others.
  • Uncompromising commitment to our fiduciary oath and ethical standards.
  • High level of personal integrity and discretion.
  • Strong communication and interpersonal skills.
  • Preferred location for this position is our Athens, Georgia, office, but candidates who desire to work in our Atlanta or Charleston, South Carolina, offices will also be considered.

Compensation & Benefits

  • Salary commensurate with education background, professional accomplishments, and overall field experience.
  • Annual bonus dependent on personal performance and firm growth.
  • Benefits include group health insurance, group disability insurance, paid time off, flex time, early weekend kickoff (4pm closing time on Friday), maternity/paternity leave, continuing education allowance, and employer-sponsored 401(k) plan with employer match.

For consideration, please send us your resume and cover letter.