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Operations AssociateCompany CliftonLarsonAllen
Update 9 Day ago
multiplies opportunity, and want to push the limits of your own potential, then we should talk.
CliftonLarsonAllen, one of the nation’s largest public accounting and professional services firms with more than 50 years of experience of providing excellent service to our clients and great career opportunities for our people, wants you to join our team!
At CliftonLarsonAllen, you will gain the experiences and training needed for you to build a great career in your chosen industry. We develop outstanding professionals and leaders who grow with our firm and who help our firm grow.
We are seeking an Operations Associate in our Minneapolis, MN.
The Operations Associate is responsible for the monthly & quarterly billing process and portfolio accounting & reporting. They are also responsible for supporting operating needs of licensed brokers and advisors (Principals, Senior Wealth Advisors
& Wealth Advisors), including providing quality services, for prospective and existing clients with respect to the portfolio accounting system and the performance reporting capabilities of the firm. They will also be responsible for the production of all
monthly Assets Under Management and Principal tracking reports that are produced for the firm using various sources.
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Operations: Work with the Director of Operations & Chief Compliance Officer to support all operational needs of wealth advisors with respect to the portfolio accounting system for the investment advisory and brokerage business. Responsible for
producing, auditing, distributing and answering any questions with the quarterly client performance reports. Help create, implement, update, and educate others on portfolio accounting system reports and procedures. Responsible for knowing and understanding
all functionality of the portfolio accounting systems. Produce all monthly Assets Under Management and Principal tracking reports that are used by the firm to manage the business. Trade Review.
Billing: Monthly & quarterly billing process of existing, new & terminated accounts.
External Client Support: Provide high quality service to prospective/existing clients and co-workers through timely, courteous, respectful and helpful communication. Assist with service requests from clients.
Internal Client Support: Work with Director of Operations & Chief Compliance Officer on special brokerage and investment advisory projects. Act as liaison between CLA and custodians, investment management firms, and other issuers and vendors.
Administrative: Enter and maintain client information (data) in client databases and systems. Perform other job-related duties and/or special projects as required.
Technical Competencies: Proficient with Microsoft (MS) Windows and Office products. Portfolio management software experience.
Validation and Verification
Account Numbers for distribution deposits
Cash availability for Capital Calls
Verification of entries in portfolio accounting system
Filing (Electronic and Paper)
Foster strong working relationships with custodians and fund companies
Populating spreadsheets for import into portfolio accounting system
Researching and answering questions from Advisors and CSCs
Proactive communication with Advisors and CSCs
Submission of completed paperwork to fund companies/administrators
0-4 years of experience
Bachelor’s degree in Accounting, Finance or related field.
Find out more and apply online at CLAconnect.com.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin,
disability status, protected veteran status, or any other characteristic protected by law.
About the Firm
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve
and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information,
visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or
any other characteristic protected by law.