Composition Wealth
This range is provided by Composition Wealth. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$75,000.00/yr - $90,000.00/yr Direct message the job poster from Composition Wealth HR/Recruiting Director, Composition Wealth, an Independent Investment Advisory Firm
A Unique Opportunity at Composition Wealth an award-winning independent RIA with an amazing culture and national footprint. Composition Wealth is an independent, nationally ranked investment advisory firm with offices in Los Angeles, Seattle, San Francisco, New York, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barrons, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals. Composition Wealth is seeking a full-time
Operations Specialist
to join our Technology team in our Seattle, WA office. This position is instrumental in supporting our advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. This role is pivotal in helping our financial operations and ensuring the seamless execution of various back-office functions. The ideal candidate will possess a strong understanding of economic systems, exceptional analytical skills, and a commitment to operational excellence. Job Responsibilities Manage Black Diamond data to ensure accurate portfolio performance reporting and provide deep expertise in the platform. Conduct research and analysis on performance calculations to ensure accurate, compliant reporting for client portfolios. Reconcile data between Orion and other systems to ensure data consistency and operational efficiency. Classify assets correctly and maintain up-to-date records of private investments, providing regular monthly and quarterly reports. Develop and maintain client portals, including document postings, ensuring user-friendly access to financial information. Identify inefficiencies and recommend process improvements to enhance accuracy, scalability, and client experience. Help develop and document standard operating procedures (SOPs). Assist in firmwide projects such as custodial transitions or technology integrations. Strong analytical skills with the ability to interpret complex financial data and provide actionable insights. Detail-oriented with a focus on accuracy and completeness in financial reporting and data management. Proficient in financial systems, particularly in Black Diamond and Orion. Strong problem-solving abilities and proactive approach to identifying and resolving issues. Effective time management skills, handling multiple priorities and meeting deadlines in a fast-paced environment. Education/Experience A college degree or equivalent experience is required. A minimum of 2 years of relevant experience. Background in financial services is preferred. Why Work at Composition Wealth? Competitive compensation structure 401(k) Plan with Employer matching Employer health savings account Medical & vision insurance Continuing education support Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people. Salary range: $75,000 - $90,000 This role is a hybrid in-office/remote work and full-time position in our Seattle office reporting to the firms Director of Technology. Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Research Referrals increase your chances of interviewing at Composition Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Get notified about new Operational Specialist jobs in
Seattle, WA . Seattle, WA $77,000.00-$86,000.00 2 weeks ago Seattle, WA $186,400.00-$279,600.00 2 weeks ago Executive Assistant & Operations Coordinator
Seattle, WA $66,000.00-$141,100.00 1 day ago Seattle, WA $66,000.00-$141,100.00 2 days ago Seattle, WA $100,000.00-$130,000.00 1 week ago Seattle, WA $50,000.00-$57,500.00 3 days ago Part-Time Workplace Experience Coordinator
Seattle, WA $80,000.00-$100,000.00 5 days ago Tacoma, WA $73,308.00-$86,244.00 1 month ago Operations Coordinator - Part-Time or Full-Time
Seattle, WA $5,114.00-$7,672.00 1 month ago Seattle, WA $55,000.00-$80,000.00 1 week ago Strategic Operations Coordinator (Part-Time)
Transportation Coordinator - Kirkland, WA (Full-Time, Days)
Seattle, WA $55,000.00-$80,000.00 6 days ago Operations Associate, University District, #13
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
$75,000.00/yr - $90,000.00/yr Direct message the job poster from Composition Wealth HR/Recruiting Director, Composition Wealth, an Independent Investment Advisory Firm
A Unique Opportunity at Composition Wealth an award-winning independent RIA with an amazing culture and national footprint. Composition Wealth is an independent, nationally ranked investment advisory firm with offices in Los Angeles, Seattle, San Francisco, New York, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barrons, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals. Composition Wealth is seeking a full-time
Operations Specialist
to join our Technology team in our Seattle, WA office. This position is instrumental in supporting our advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. This role is pivotal in helping our financial operations and ensuring the seamless execution of various back-office functions. The ideal candidate will possess a strong understanding of economic systems, exceptional analytical skills, and a commitment to operational excellence. Job Responsibilities Manage Black Diamond data to ensure accurate portfolio performance reporting and provide deep expertise in the platform. Conduct research and analysis on performance calculations to ensure accurate, compliant reporting for client portfolios. Reconcile data between Orion and other systems to ensure data consistency and operational efficiency. Classify assets correctly and maintain up-to-date records of private investments, providing regular monthly and quarterly reports. Develop and maintain client portals, including document postings, ensuring user-friendly access to financial information. Identify inefficiencies and recommend process improvements to enhance accuracy, scalability, and client experience. Help develop and document standard operating procedures (SOPs). Assist in firmwide projects such as custodial transitions or technology integrations. Strong analytical skills with the ability to interpret complex financial data and provide actionable insights. Detail-oriented with a focus on accuracy and completeness in financial reporting and data management. Proficient in financial systems, particularly in Black Diamond and Orion. Strong problem-solving abilities and proactive approach to identifying and resolving issues. Effective time management skills, handling multiple priorities and meeting deadlines in a fast-paced environment. Education/Experience A college degree or equivalent experience is required. A minimum of 2 years of relevant experience. Background in financial services is preferred. Why Work at Composition Wealth? Competitive compensation structure 401(k) Plan with Employer matching Employer health savings account Medical & vision insurance Continuing education support Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people. Salary range: $75,000 - $90,000 This role is a hybrid in-office/remote work and full-time position in our Seattle office reporting to the firms Director of Technology. Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Research Referrals increase your chances of interviewing at Composition Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Get notified about new Operational Specialist jobs in
Seattle, WA . Seattle, WA $77,000.00-$86,000.00 2 weeks ago Seattle, WA $186,400.00-$279,600.00 2 weeks ago Executive Assistant & Operations Coordinator
Seattle, WA $66,000.00-$141,100.00 1 day ago Seattle, WA $66,000.00-$141,100.00 2 days ago Seattle, WA $100,000.00-$130,000.00 1 week ago Seattle, WA $50,000.00-$57,500.00 3 days ago Part-Time Workplace Experience Coordinator
Seattle, WA $80,000.00-$100,000.00 5 days ago Tacoma, WA $73,308.00-$86,244.00 1 month ago Operations Coordinator - Part-Time or Full-Time
Seattle, WA $5,114.00-$7,672.00 1 month ago Seattle, WA $55,000.00-$80,000.00 1 week ago Strategic Operations Coordinator (Part-Time)
Transportation Coordinator - Kirkland, WA (Full-Time, Days)
Seattle, WA $55,000.00-$80,000.00 6 days ago Operations Associate, University District, #13
Vice President Operations - Jones Act Specialist #3375466
Sr. Operations Specialist - Revenue Operations
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr