Operations Analyst

Freestone is building the digitally integrated wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.

We are an independent wealth advisor to select families with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.

We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.

Job Responsibilities

  •  Provide excellent operational service and support to all of Freestone’s departments: Client Advisory, Client Service, Compliance, Investments and Accounting.

  • Ensure Freestone’s quarter-end processes are executed with precision and efficiency, including the successful delivery of quarterly client reporting.

  • Administer Freestone’s Client Portal, including the timely posting of relevant documents.

  • Continuously seek opportunities to streamline and optimize Freestone’s operational processes; automate workflows whenever possible.

  • Serve as system expert for Freestone’s Portfolio Reporting Platform, Tamarac Reporting.

  • Verify reporting system data is within required quality standards; identify, track, and resolve data issues, work with team to ensure data is accurate, complete, delivered on-time and supports the needs of the business.

  • Provide firm wide portfolio performance expertise across all asset classes and account types to ensure reporting consistency and accuracy.

  • Own Freestone’s monthly composite reporting process. 

  • Research and resolve ad hoc operational issues surrounding client-facing reporting and Freestone’s operational applications.

Skills/Experience

  • Bachelor’s degree in finance, economics, accounting, or business management; other degrees will be considered

  • 3+ years of experience in the financial services industry preferred; exceptional recent graduates will also be considered

  • Ideal: Experience with Tamarac applications: Tamarac Reporting & Advisor CRM

  • Proficient in Excel

  • Experience with SQL preferred, but not a requirement

  • Solid understanding of investment performance measurements and statistics

  • Demonstrated outstanding client service and interpersonal skills

  • Exceptional listening, written and verbal communication skills

  • Ability to thrive in a team environment

  • Strong time management and organizational skills

  • Ability to manage multiple responsibilities and changing priorities

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Ready to get started? Contact a Client Advisor