OPERATIONS & DATA ANALYST

Summary

We are seeking an experienced Operations Administrator - Systems to join a well-established, growing,
and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful
candidate will demonstrate expertise in data integrity and compilation across multiple applications,
process methodology, effective communication, and an understanding of technology infrastructure while
living the core values of Gilbert & Cook.

The Operations Administrator - Systems role at Gilbert & Cook is part of the Operations Team supporting
the entire firm. The Team is responsible for bridging the gap between business needs and technological
solutions, back-office infrastructure including technology hardware in conjunction with an external
provider, data integration and integrity across multiple systems, vendor liaison and management,
systematic process workflows, internal and external report development and processing, and finance
support with an emphasis on revenue recognition. The role’s primary responsibility will include working
with all teams to identify needs, create, and execute and document solutions, which support firm and
departmental goals.

The role will have experience working with overall operational duties with an emphasis on data
management. The role requires excellent communication skills, an organized and detail-oriented mindset,
the ability to collaborate and analyze while functioning at a high level in a fast-moving, dynamic
environment. Experience in the financial services industry is preferred, however, candidates with the right
skillset and attitude will be considered

Our ideal Gilbert & Cook team member demonstrates the following core values: 

  • In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve.  

  • Inspired an Abundance Mindset-Provides and inspires prosperity and an excess of what it is that our clients value.  

  • Exemplifies Professionalism- Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing. 

  • Listens Generously- Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own. 

  • Provides Clarity through Collaboration- Working together towards the common goal, bringing clarity to complex situations. 

  • Consistently on a Quest to Grow and Improve- A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.  

  • Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience. 

About the Company  

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you. You could be successful at Gilbert & Cook if you have:

CANDIDATE REQUIREMENTS 

  • 3-5 years of proven relevant experience

  • Capability and desire to demonstrate the Gilbert & Cook Core Values

  • Bachelors degree in Business Administration, Information Technology, or a related field

  • Experience in the private wealth management industry a plus

JOB SKILLS & QUALIFICATIONS

  • Accuracy and attention to detail

  • Data management and compilation

  • Analytical thinking

  • Proficient in data analysis

  • Ability to balance changing priorities throughout the day

  • Initiative and origination

  • Excellent organizational skills

  • Strong communication skills

  • Ability to work in a team environment

  • Ability to multi-task in a fast-paced environment

  • Understanding of technology infrastructure

  • Strong Excel skills

ROLE RESPONSIBILITIES

  • Understand IT systems and their integration with business processes (Microsoft suite, Data base
    system and investment performance measurement software)

  • Create and maintain efficient systematic workflow processes in collaboration with all departments

  • Reconcile data and provide database management across multiple systems

  • Provide expertise in data management for the tracking and reporting of various and multiple
    client reports and business metrics

  • Act as liaison to outside technology vendors

  • Provide expertise for various back-office systems

  • Lead and execute on all billing functions for all fee-based accounts, financial planning fees, and
    the tracking of commissions

  • Assist with maintaining organized electronic document filing system

  • Initial point of contact and problem solver within the firm on technology issues