Operations & Service Representative
Signature Estate & Investment Advisors, LLC
Los Angeles, CA0–2 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- OperationsSalesforceExcelMicrosoft OfficeCRM
- Work
- On-site in Los Angeles
- Pay
- Not stated by the employer.
- Skill demand
- Operations52%Microsoft Office42%Excel34%Salesforce13%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 6, 2026 · still open
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This is an entry-level role responsible for executing core operational and service functions that support SEIA advisors and their clients. This position focuses on accuracy, timeliness, and foundational knowledge development across custodial and platform systems.
Key Responsibilities
- Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements).
- Maintain and update client and account data across systems (Salesforce, Tamarac, custodians).
- Process service requests from advisors and clients with defined procedures.
- Monitor workflows, alerts, and queues to ensure timely completion of tasks.
- Identify errors or discrepancies and escalate appropriately.
- Support operational needs across Schwab, Fidelity, AssetMark, SEI, CAIS, iCapital, insurance, and brokerage platforms.
Qualifications
- Bachelor's Degree (BA) from a four-year college or university, or 0 to 2 years of related experience and/or training, or an equivalent combination of education and experience.
- Computer skills required:
- Spreadsheet Software (Excel)
- Order Processing Systems
- Word Processing Software (Word)
- Electronic Mail Software (Outlook)
- Presentation software (PowerPoint)
- CRM software