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Operations Associate REMOTE

Potomac Fund Management is a $200M+ Registered Investment Advisor providing tactical model portfolios and UMA technology to financial advisors. Our firm, established in 1987, is looking for a dynamic REMOTE person to join our growing team.

This person will split their time between Marketing and Operation functions and their responsibilities will include assisting in the execution of back office processing for service and operations; performance reporting, CRM maintenance, executing marketing campaigns, lead generation and other activities related to the operational and marketing efficiencies of the firm.


Position Responsibilities:

  • Delivery of superior client service in interaction in regard to operational needs
  • Performance reporting and maintaining GIPS Compliance
  • Processing account forms - preparation as required and coordination with the custodian
  • Populate and maintain accurate client data in client relationship management database
  • Build and maintain email database
  • Proactively uncover ways to build Platform relationships
  • Assist with building, testing, and deploying email campaigns including personalization and dynamic content
  • Coordinate email content and campaign execution by partnering with Director of Marketing
  • Liaison support for conferences, working with Marketing and Sales
  • Cross training for additional operational functions and to provide support when other employees are out of the office
  • Perform routine audits to ensure accuracy
  • Additional marketing and operational duties and projects as needed

Critical Knowledge, Skills and Experience:

  • 3+ years of experience in the financial services industry, preferably in operations with a Registered Investment Advisor (RIA) firm or RIA custodian
  • Excellent follow-up and follow-through capabilities
  • Organized, meticulous, detail-oriented and able to multitask
  • Able to exercise good judgment by recognizing urgency and setting priorities
  • Able to work independently with good problem solving, mathematical and time management skills
  • Ability to work from home
  • Work experience that demonstrates interpersonal and teamwork skills
  • Knowledge of Orion Advisor Solutions a plus
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