Senior Grants and Operations Associate supporting super pollutant reduction initiatives within a philanthropic organization. Overseeing grants lifecycle and ensuring operational excellence.
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Hybrid Wealth Management Operations Specialist
Posted 5 hours ago
About the role
- Wealth Operations Specialist supporting Wealth Advisors with onboarding and account management. Ensuring operational integrity and data accuracy in a hybrid work environment.
Responsibilities
- Support Wealth Advisors with onboarding and maintenance of accounts
- Ensure accurate data collection and regulatory documentation
- Act as a liaison between departments to ensure efficient operations
- Maintain accuracy and integrity of data within core systems
- Generate financial, operational, and compliance reports as required
- Coordinate securities and cash transactions
Requirements
- Associate’s Degree in Business, Finance or related field
- Minimum of 5-7 years in an operational capacity
- Expertise in CRM system management
- Workflow development and implementation
- Vendor relations
- Exceptional attention to detail and accuracy
- Must possess the ability to prioritize multiple tasks
- Outstanding oral and written communication skills
- Solid proficiency in Microsoft Office products
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Job title
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Experience level
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Degree requirement
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