Operations Analyst, RKL LLP, PA, US

Why Choose RKL?

RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:

• Full medical, dental, and vision coverage
• Commitment to work life balance
• Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
• Certification reimbursement
• 401(k) match

Who We Are and What We Do

We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.

About the Position

The Operations Analyst is responsible for executing on all aspects of the back‐office operational and technological functions of the business. This position will work closely with the Operations, Compliance and Technology team. The Operations Analyst will engage with team members to create an exceptional experience for the Wealth Management team and clients.

Responsibilities

• Supports the Operations Manager in managing third-party relationships (consultants, custodians, technology providers, and other vendors) to meet team and client needs
• Executes back-office operations, including data management, trade settlement and reconciliation, custodian activities, and reporting, while delivering an exceptional client experience
• Analyzes and implement process and control improvements to enhance operational efficiency, leveraging technology to streamline internal processes
• Serves as a backup for Operations and Compliance roles and actively participates in project teams by providing input and implementation support
• Organizes, maintains, and audits data, records, and documents; accurately enters data and generates reports; updates process instructions to ensure operational standardization
• Collaborates across teams to improve firm processes and client experience, while maintaining strict confidentiality of client and firm information
• Demonstrate awareness and adherence to firm policies and procedures

This position prefers a candidate with a Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field or commensurate experience. Experience working in a Professional Services setting. Any previous experience in data, compliance, and CRM would be a huge plus!

If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here ! For more information regarding our open position and the services we provide, visit our website at https://www.rklcpa.com/careers/.

RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.