Specialist, Operations
Atlanta, GA Operations
Job Type

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high-net-worth individuals.

Description of Position

HB is seeking an Operations Specialist to become a member of our team. This position serves as a support liaison between financial planners and custodians to execute our clients’ wealth management plans and help them achieve their goals. Responsibilities will include but not be limited to: 

  • Reviewing, submitting, and verifying completion of requests pertaining to new accounts and account maintenance
  • Internal reporting system setup, monitoring, and maintenance to ensure accurate reporting for financial planners and clients (minimal direct client interaction)
  • Assisting team on quarterly reporting and billing tasks
  • Preparing customized client reports
  • Pulling data from internal or custodian systems as needed
  • Handling various other operational tasks and account service-related issues as they occur
  • Providing backup to other Operations Specialists within the team
  • Bachelor’s degree in finance or business-related field preferred (banking background)
  • Minimum of one to two years of experience in the industry
  • Experience with Black Diamond reporting software preferred but not required
  • Superior verbal communication skills and attention to detail
  • High level of attention to detail, self-motivation, drive, and analytical skills
  • Willingness to adapt to changing priorities as markets change and as the organization grows
  • Ability to successfully pass criminal background / credit check required                                                                                                                           Equal Opportunity Employer M/F/D/V