Wealth Management Operations Associate

Infinit-O is seeking an Associate in the RFP Team within Shared Services to support client questionnaires, DDQ and RFI responses, and reporting deliverables. The role requires strong financial acumen and precise data validation in a collaborative, fast-paced environment.

Qualified candidates will manage multiple deadlines, communicate with information suppliers, and contribute to process improvements across workflows. A bachelor’s degree in a related field is preferred.