Job Description
We are seeking a driven and meticulous professional for this Up-and-Coming Wealth Management Operations Specialist role with Fantastic Benefits. Our client is looking for a dedicated team member to join their expanding operations department and ensure the highest level of precision in client service. The ideal candidate will bring 2+ years of dedicated experience within a broker-dealer or wealth management firm, specifically showcasing fund transfers and account administration to help drive the firm's continued growth.
Responsibilities:
- Manage the end-to-end processing of client money movements including ACH transfers and wire domestic/international distributions.
- Oversee the administration of account opening documentation and ensure all records remain current and compliant.
- Coordinate with internal advisors to streamline the execution of daily operational tasks and account maintenance.
- Verify financial data and transaction details to maintain the integrity of the wealth management platform.
- Resolve complex processing inquiries related to account status and fund movements.
Qualifications:
- 2+ years of professional experience specifically within the wealth management or financial services sector.
- Direct background working within a broker-dealer environment.
- Demonstrated expertise in handling money movements such as wires and ACH processing.
- Solid experience managing account documentation and the account opening lifecycle.
- Strong organizational skills with a focus on accuracy in a fast-paced financial setting.
Benefits:
- Competitive health and dental coverage
- Company-sponsored retirement savings options
- Professional development and internal growth paths
- Supportive team environment with a hybrid work structure
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.