• Advisory Operations Specialist

    Aston Carter (West Des Moines, IA)


    Job Title: Advisory Operations SpecialistJob Description

     

    We are seeking an Advisory Operations Specialist to provide critical administrative support. This role involves reviewing advisory paperwork using Excel software, processing daily tasks related to M&A Integration projects, and ensuring the accuracy of routine and complex transactions.

    Responsibilities

    + Review advisory paperwork with a focus on accuracy and completeness using Excel software.

    + Process daily tasks associated with M&A Integration projects efficiently.

    + Manage and process paperwork in a queue, tracking via a live Microsoft Excel document.

    + Work across multiple computer systems concurrently.

    + Provide operational procedures to advisors to ensure the accuracy of the sales process.

    + Ensure data input accuracy through coding on the investment side.

    + Support new product or program roll-outs.

    + Become a subject matter expert on advisory platforms, including proposal, trading, and performance tools.

    + Review and reconcile documents and data between multiple vendor platforms.

    + Process requests for trading accounts, manager updates, and account closures.

    + Maintain accurate client and account records in account systems.

    + Monitor reports to oversee account setup, maintenance, and activity.

    + Comply with company policies and regulatory requirements.

    + Proactively identify, interpret, and resolve potential problems.

    + Independently follow procedures to meet service level agreements and achieve quality metrics.

    Essential Skills

    + Proficient in Microsoft Excel and MS Office Suite.

    + 6+ months of experience in financial services or wealth management.

    + Strong administrative support skills.

    + Familiarity with financial data and brokerage operations.

    Additional Skills & Qualifications

    + High School Diploma.

    + Experience in finance and financial services.

    Work Environment

    This role is based in a recently renovated office in West Des Moines, featuring stand-up/sit-down desks and break rooms on every floor. The office space provides a pleasant work environment. The working hours are from 8:00 AM to 4:30 PM, Monday to Friday, with an expectation to work in the office at least two days a week.

    Pay and Benefits

    The pay range for this position is $19.00 - $20.00/hr.

     

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

     

    • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

     

    Workplace Type

     

    This is a hybrid position in West Des Moines,IA.

     

    Application Deadline

     

    This position is anticipated to close on Jul 31, 2025.

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

     

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

     

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.