Found Description
Wealth Management Operations Associate
Our client, a growing independent wealth management and insurance practice, is seeking a Wealth Management Operations Associate to join their team.
This role is ideal for an experienced operations professional who enjoys working behind the scenes to support advisors, clients, and business operations. The successful candidate will play a key role in wealth management administration, insurance servicing, client support, and process management while helping deliver an exceptional client experience.
Key Responsibilities
Wealth Management Operations
Prepare client meeting materials, reports, and required documentation with a high degree of accuracy.
Process financial transactions and maintain complete supporting records.
Monitor and follow up on trades to ensure timely execution and resolution of any outstanding issues.
Support the ongoing administration of client investment accounts.
CRM Management
Take ownership of the f...
Our client, a growing independent wealth management and insurance practice, is seeking a Wealth Management Operations Associate to join their team.
This role is ideal for an experienced operations professional who enjoys working behind the scenes to support advisors, clients, and business operations. The successful candidate will play a key role in wealth management administration, insurance servicing, client support, and process management while helping deliver an exceptional client experience.
Key Responsibilities
Wealth Management Operations
Prepare client meeting materials, reports, and required documentation with a high degree of accuracy.
Process financial transactions and maintain complete supporting records.
Monitor and follow up on trades to ensure timely execution and resolution of any outstanding issues.
Support the ongoing administration of client investment accounts.
CRM Management
Take ownership of the f...