Operations Associate

Operations Associate

Midwest Capital Advisors was founded in 2003 on a sole principle : always do what is right for the client. We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values : be real, be professional, do the right thing, and have fun. We are building a team with a passion for improving the lives of our clients and having fun while we do it, and we'd love for you to join us! We are searching for an Operations Associate to help support our overall firm operations and advisory business. We will train and coach you along the way so you can grow and establish a successful career.

How You'll Make An Impact :

• Prepare, review, and submit new account applications and custodial documents, ensuring accuracy and compliance
• Maintain high attention to detail and strong organizational skills to manage multiple client service tasks simultaneously such as client transactions and custodial alerts
• Serve as the primary liaison between client teams, custodians, and wealth management clients for all service-related items
• Process cashiering and money movement requests, including wires, ACH transfers, contributions, withdrawals, and RMDs
• Set up and maintain accurate client data in CRM and other firm technology platforms (Salesforce, Orion, etc.)
• Support the Chief Compliance Officer with recurring data audits and annual SEC filing requirements
• Assist with regular and ad-hoc reporting, system migrations, and operational improvement projects
• Ensure data integrity and proper documentation across all client and firm records with the ability to demonstrate strong Excel skills to manage firm data and reporting
• Communicate professionally and clearly with clients and internal team members, both in writing and over the phone

What You'll Get :

We're looking for a proactive, flexible, and team-oriented mindset individual that wants to take on diverse responsibilities to support a small-office environment. If you're passionate about learning and supporting a firm's operations, we'd love to talk to you - Apply today!

Equal Opportunity Employer