Operations and Advisory Coordinator

About the role

HIS Envoys Group, a faith-driven financial firm serving churches, ministries, family offices and other clients, is hiring an Operations and Advisory Coordinator. The role provides end-to-end operational execution for the Operations and Advisory Specialist, Stewardship Advisors and the Chief Investment Officer's client accounts, acting as the main point of contact for custodial account servicing, trade execution, distributions and account actions. It reports to the Operations and Advisory Specialist and can be in-person, hybrid or fully remote depending on the candidate.

Key responsibilities

• Serve as primary liaison to Schwab operations and alternative-investment desks, resolving paperwork exceptions, held or pending transfers and account-title issues, and escalating custodian or rep errors.
• Execute buy and sell orders across equities, ETFs and fixed income, perform proportional liquidations, track Treasury bills and notes, and journal cash and shares between linked accounts.
• Process recurring and one-off client distributions, Required Minimum Distributions and Qualified Charitable Distributions, applying the correct tax withholding and coordinating charitable checks.
• Verify money-movement requests by calling the client directly before releasing funds.
• Open and title new custodial accounts, process re-registrations, set up ACH/wire linking and coordinate ACAT transfers.
• Process beneficiary and TOD designation updates, draft Letters of Instruction, coordinate post-death documentation and manage DocuSign envelopes.
• Prepare, verify and track Alternative Investment Custody Letters of Authorization and subscription agreements.
• Calculate, reconcile and process quarterly advisory fees through custodial billing systems.
• Answer client questions on account servicing, give status updates to advisors and the CIO, maintain CRM records and support ADV and regulatory correspondence.

Required profile

• Associate or Bachelor's degree preferred (business, finance or a related field is a plus).
• 1 to 3 years of experience in operations or financial services support roles.
• Familiarity with custodial account-servicing processes and paperwork (e.g. Charles Schwab).
• Strong attention to detail, multitasking and clear written and verbal communication.
• Preferred: prior experience executing trades or processing distributions in a custodial or RIA environment, DocuSign workflow exposure, alternative investment paperwork exposure, and progress toward a Series 65 license.

Required skills

• CRM systems; Salesforce strongly preferred.
• Microsoft Office, especially Excel.

What we offer

• Pay of $20.00 to $23.50 per hour, non-exempt, with eligibility for overtime and profit sharing.
• IHRA health reimbursement arrangement, voluntary dental and vision, life, STD and LTD insurance.
• Monthly benefit allowance, 401(k) with employer match, flexible PTO and paid holidays.
• Reimbursement for approved certifications, licenses and credentials.