Operations Specialist

Job Description

Job Description

Description :

POSITION : Operations Specialist

Location : Fort Lauderdale – HQ

Department : Operations

FLSA Classification : Non-Exempt

Who We Are

At Sound Income Group , our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

Our established and rapidly expanding Registered Investment Advisory (RIA) firm, Sound Income Strategies (a Sound Income Group Company), with over $1.5 billion in assets under management, is seeking an Operations Specialist to join our high-performing team. This is a pivotal role focused on ensuring operational excellence across client account processing, billing, and workflow management - keeping our systems running smoothly and efficiently each day.

You’ll work closely with senior leadership and the trading and compliance teams to process new cases, maintain accuracy in documentation, and uphold a 24-hour turnaround standard. The ideal candidate thrives in a fast-paced environment, is highly organized, and takes pride in balancing speed with precision.

Key Responsibilities

• Manage the daily Salesforce case queue, processing 40–50 cases on busy days while maintaining a 24-hour turnaround standard and high accuracy in documentation.?
• Handle account service requests and allocations, ensuring all paperwork and electronic records are organized, complete, and moved efficiently through each stage of the workflow.?
• Enter and maintain billing and fee information in Black Diamond, helping ensure that client billing is timely, accurate, and clearly documented.?
• Partner closely with the COO, CCO, trading, and advisor teams to resolve operational issues, answer questions, and provide proactive updates on case status.?
• Communicate regularly with advisors and internal stakeholders via phone and email, delivering polished, professional, and solutions-focused service.?
• Review existing processes with a critical eye and suggest improvements that enhance speed, accuracy, and scalability across operations.?
• Take ownership of special projects and additional responsibilities as the firm grows, creating opportunities for increased responsibility and compensation over time.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and / or industry standards.

Requirements :

Must-Have Qualifications

Background and Education

Technology Expertise :

Physical & Work Environment Requirements

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

Sound Income Group is an E-Verify employer.

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination based on race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.