Operations Associate - Core Service

Job Description

Job Description

Job Description :

The Operations Associate - Core Service will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities within our firm. As a member of Operations - Core Service, the Associate will be responsible for owning the system administration of our Trust and Family Office Services systems, including documentation and development of processes to assist in the onboarding of our clients. This person will work closely with our financial advisors, vendors, and custodian support teams as well as provide project assistance to our Chief Operations Officer, Chief Financial Officer, and Chief Compliance Officer.

This position is based in our Dallas office, which is in Coppell, TX. Parallel is currently operating in a three-day,

in-office hybrid work structure.

Responsibilities :

Systems Administration

• Execute performance reconciliations of Fidelity, Schwab, and custodial data.
• Act as a trusted internal resource and subject matter expert for advisors and cross-functional teams, providing guidance on Parallel’s trust and family office services. Partner with stakeholders to introduce new system functionality and drive user adoption.
• Participate in firmwide projects to bring efficiency and improved workflows within the team.
• Document current workflows and maintain internal documentation on evolving processes.

Reporting

Billing

Qualifications :

Salary and Benefits :

Parallel offers a competitive compensation package including :

Company : Parallel Advisors, LLC