Reports To: Director of Advisor Operations

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial 

decisions with their values—and we take that mission seriously, even if we don't take 

ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients 

across the country, and we believe excellent work done with the right heart posture can 

change lives. Our culture is shaped by five core values we actually live out (not just hang on 

the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry

(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First

—Always

What It Takes to Win in This Role

Account Householding & Billing

• Household client accounts and apply billing configurations within Orion and Black Diamond platforms.

Meeting Follow-Up & Tracking

• Attend client meetings, compile and deliver follow-up actions, and set next steps for transitions including scheduling.

Technology Transition Support

• Work with transitioning advisors and vendors to support data migration from existing systems into OneAscent systems including Office365, Redtail, and document storage.

What You Bring to the Table

Required Qualifications

•  Associate's or Bachelor's degree in business or related field. 2-4 years of operations or client services experience in financial services.
•  Knowledge of portfolio management and CRM systems.
•  Strong organizational and communication skills.

Preferred Qualifications

•  Experience with Orion, Black Diamond, or similar portfolio accounting systems.
•  Redtail CRM experience.
•  Understanding of billing methodologies.
•  Project coordination experience.