Wealth Firm Operations Associate/Specialist I

This position may be filled as an Associate Level or Specialist Level I. Additional responsibilities and qualifications apply.

The responsibilities of this position include supporting Wealth Firm Operations across multiple functions while developing subject matter knowledge within assigned operational areas. Daily work may rotate among the department’s sub‑units to build broad operational expertise. This position provides exposure to core Firm Operations processes and supports the development of a long‑term career path within the function.

• Assist with trade settlement, cash movement, and reconciliation processes.
• Monitor the daily transaction flows to ensure accuracy, completeness, and timeliness.
• Support account opening, maintenance, and closure activities in accordance with operational requirements.
• Maintain client and account records within internal systems to ensure data accuracy and integrity.
• Perform data entry, validation, and quality control checks to comply with firm standards.
• Generate operational reports and dashboards for management review and process monitoring.
• Provide back-office support to advisors and relationship managers by resolving operational inquiries.
• Coordinate with custodians, banks, and counterparties to resolve processing issues.
• Serve as a floater to support multiple operational sub-units during absences or peak workload periods.
• Learn multiple operational functions to ensure broad transactional coverage capability.
• Associates are expected to perform all additional duties as assigned.

Wealth Firm Operations Associate Qualifications: 

• 2 years of experience in the financial services industry -OR-
• Associate's degree in a business or related discipline such as accounting, business administration, or finance
• Shows aptitude for attention to detail and accuracy in handling financial data
• Ability to adapt quickly to shifting priorities and tasks
• Effective communication skills for liaising with internal teams and external partners
• Proficiency in Microsoft Excel, reporting tools, and core operations systems

Wealth Firm Operations Specialist I Qualifications: 

• High School Diploma or GED and 4 or more years of experience in the financial services industry -OR-
  
• High School Diploma or GED and 2 years of experience in a similarly situated wealth management operations department -OR-
  
• Associate's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services -OR-
• Bachelor's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services
  
• Shows aptitude for attention to detail and accuracy in handling financial data
• Ability to adapt quickly to shifting priorities and tasks
• Effective communication skills for liaising with internal teams and external partners
• Strong attention to detail and accuracy in handling financial data
• Knowledgeable in Microsoft Excel, reporting tools, and core operations systems

Physical Requirements & Working Conditions:  Must be able to sit for long periods of time and use a computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

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