Operations Specialist

Founded in 1998, Arbor Investment Advisors is an independent, privately owned Registered Investment Advisory firm based in Winston-Salem, NC. We provide fiduciary investment management and comprehensive financial planning for individuals, families, business owners, and nonprofit organizations.

At Arbor, relationships come first. We take pride in helping clients make confident financial decisions through personalized guidance, collaboration, and a deep understanding of what matters most to them. Our culture is one of integrity, curiosity, and teamwork—where every team member plays a meaningful role in creating an exceptional client experience.

As a growing firm, we’re committed to investing in both our people and our processes to continually enhance how we serve. Team members at Arbor thrive in an environment that values initiative, communication, and care—for our clients and for each other.

We are seeking an Operations Specialist to join our team.  This is a role with opportunities for candidates who want to truly empower their career and join a growing firm.  This position is focused on relationship building and maintenance of clients, prospects and the Arbor team.  The goal is to work as a cohesive unit from start to finish to onboard, implement and service clients while collaborating with other professionals to meet client needs. Listening, understanding and helping to achieve clients’ desired goals is the mission while providing personalized and tailored solutions for each client individually. This position requires consistent in-office attendance (35-hour weeks) with an option for minimal remote work after proficiency is obtained.

Ideal Candidate Qualities

• Embodies Arbor's Core Values: People come first. Integrity always. Relationships are essential. Communicate simply and openly. Independence in thought and action. Innovate and collaborate to serve.
• Strong cultural fit.
• Team player.
• Excellent verbal and written communication skills.
• Actively listen and ask good questions.
• Timely and proactive responsiveness.
• Cooperation and grace, especially under pressure.
• Detailed organizational and documentation skills.
• Honest the trustworthy.
• Ability to learn and adapt.
• Innovate and advocate for change where applicable.

Duties and Responsibilities

• Responsible for ensuring all client needs are promptly and accurately addressed.
• Review and respond to all correspondence, promptly address issues and concerns with professionalism and attention to resolution.
• Open and close accounts. Process transfers, money movement requests, and various other paperwork as needed or requested. Proactively address and follow-through on client service requests.
• Execute trades.
• Establish and maintain client files to meet regulatory and compliance requirements.
• As needed, serve as front office support, including welcoming clients and visitors to the office, answering and addressing calls appropriately.

Requirement and Skills

• Bachelor's Degree preferred. Completed college coursework in conjunction with work experience will also be considered.
• 1-2 years' experience in finance or any related field, including billing, accounting, purchasing, mathematics, etc.
• Experience with various investment technologies preferable.

Arbor's Culture

Mission Statement

Our mission is to help clients thrive through highly personalized investment, planning and wealth management expertise that allows them to pursue and nurture what matters most to them.

Vision Statement

Our vision is to be the preferred wealth management advisor for those whose lives are driven by their values and aspirations. We strive to be a continual source of stability, peace of mind and valued guidance for generations.

Core Values

• People come first. We always remember that our clients come to us to provide confidence and peace of mind to the people who matter most.
• Integrity always. We act in the best interests of our clients to understand their goals, recognize their values and adapt to their evolving needs.
• Communicate simply and openly. We actively listen and engage with clients on their terms, as often as needed to ensure clarity and peace of mind.
• Independence in thought and action. We are privately held and independent because it allows us to focus on providing objective guidance specific to each client relationship.
• Innovate and collaborate to serve. We invest in tools, expertise and services that enrich our ability to serve our clients and make it easier for clients to engage with us.