Operations Coordinator – Stockard Capital Stockard Capital

The Operations Coordinator at Stockard Capital provides essential operational infrastructure that enables seamless client service delivery. This role combines process management, technology coordination, compliance support, and administrative excellence. You’ll work behind the scenes to ensure accuracy, efficiency and regulatory compliance across all firm activities while supporting client-facing colleagues. This position offers excellent exposure to family office operations and serves as a strong foundation for career advancement within wealth management. Operations Coordinators develop a comprehensive understanding of how sophisticated practices function, build relationships across all teams, and frequently advance into client service, investment operations, or compliance roles.

Key responsibilities:

• Manage complete client onboarding process from initial paperwork through account establishment, including collection of required documentation (identification, financial statements, accreditation verification), completion of custodial account applications, establishment of online access and coordination with internal teams on setup requirements.
• Coordinate with custodians, fund administrators, transfer agents, and other service providers to process transactions, resolve discrepancies, obtain documentation and ensure accurate record-keeping across all client accounts.
• Maintain client databases and portfolio management systems with meticulous accuracy, performing regular data quality checks, updating account information, entering cash flows and transactions and ensuring information consistency across platforms.
• Support technology implementations and system enhancements by participating in vendor selection processes, testing new features, documenting workflows, training team members, and troubleshooting technical issues.
• Prepare quarterly reporting packages by generating performance reports from portfolio management system, compiling custodial statements, creating consolidated balance sheets and quality-checking output before client delivery.
• Process client requests including distribution processing, document retrieval, report generation, and information gathering with attention to accuracy and timeliness.
• Manage vendor relationships and service level agreements by monitoring performance metrics, coordinating periodic reviews, processing invoices and escalating service issues when necessary.
• Maintain physical and electronic filing systems with organised storage of client documents, meeting notes, agreements, and regulatory filings according to retention policies.
• Support meeting preparation by assembling background materials, creating, taking, distributing action item lists and following up on outstanding tasks.
• Coordinate investment operations activities including trade settlement monitoring, capital call processing, distribution receipts and K-1 distribution tracking for alternative investments.
• Assist with special projects such as process improvement initiatives, system migrations, policy documentation, or operational due diligence for prospective clients.
• Provide general administrative support to investment and planning teams including calendar management, travel arrangements, expense processing and correspondence.
• Serve as backup coverage for client service team during vacations or high-volume periods.

Qualifications:

• Bachelor’s degree in finance, business administration, accounting, or related field preferred; candidates with relevant experience and strong aptitude considered without degree.
• 2-4 years of experience in operations, administration, project coordination or related role; financial services background helpful but not required for candidates with transferable skills.
• Strong technology aptitude with advanced Microsoft Office proficiency (especially Excel), comfort learning new systems quickly and experience with database management or CRM platforms.
• Meticulous attention to detail with commitment to accuracy; ability to catch errors, identify inconsistencies, and maintain quality standards across high-volume workflows.
• Excellent organisational and time management skills with proven ability to prioritise effectively, meet deadlines consistently, and manage multiple concurrent projects.
• Process-oriented mindset with interest in efficiency improvement; asks “why do we do it this way?” and proposes enhancements to existing workflows.
• Strong written and verbal communication skills appropriate for professional environment; ability to communicate effectively with both internal colleagues and external service providers.
• Problem-solving capabilities with resourcefulness to research solutions independently before escalating issues.
• Team player mentality with willingness to assist colleagues and provide coverage when needed.
• Professional demeanour and discretion when handling confidential client information.
• Flexibility and adaptability to accommodate changing priorities and business needs.
• Interest in financial services career with desire to learn about investment management, wealth planning, and family office operations.

Compensation & Benefits:

• Performance-based annual bonus: 10–20% of base salary based on operational accuracy metrics, project contributions, and professional development progress.
• Pension scheme: Defined contribution plan with 3% employer matching contribution (increasing to 4% after two years’ tenure) plus access to financial wellness education and planning tools.
• Private health insurance: Comprehensive private medical cover including dental and optical benefits, with employer contribution toward premiums.
• Holiday entitlement: 20 days paid annual leave (increasing to 25 days after three years’ service) plus UK bank holidays and firm office closure between Christmas and New Year.
• Professional development: Support for relevant certifications including Operations Professional qualification, Series 65 exam (if interested in progression to client-facing role), online courses, and industry workshops.
• Career progression: Clear advancement pathway with typical progression: Operations Coordinator → Senior Operations Coordinator → Operations Manager or lateral move to Client Service Associate within 3–4 years.
• Flexible working: Hybrid schedule with core hours and ability to work remotely one day per week after six-month training period.
• Tax-efficient benefits: Cycle to work scheme and season ticket loan for public transport.
• Wellness support: Annual wellness allowance (£500) toward gym membership, fitness classes, or wellbeing activities.
• Working environment: Business casual dress code with collaborative, team-oriented culture.
• Social engagement: Monthly team lunches and quarterly social events.
• Professional development fund: Annual allocation for relevant training and development activities.
• Mentorship programme: Access to mentorship programme pairing operations staff with senior professionals for career guidance and networking.
• Transparent career development: Annual performance reviews with constructive feedback and development planning; emphasis on internal promotion and career growth support.
• Cross-training opportunities: Development of skills in investment operations, client service, or compliance based on career interests.

If you are interested in this role at Stockard Capital, please send your job application to office@stockardcapital.com.