
Financial Operations Coordinator
13 hours ago
Wealth management involves handling day-to-day operational activities, including account opening, trade execution and reconciliation, client reporting, and compliance support. This role requires a high level of accuracy, coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
Job OverviewThis position is responsible for ensuring smooth operations in a wealth management firm. The ideal candidate will have experience in back office operations, attention to detail, and strong communication skills.
Key Responsibilities:- Operational support in a wealth management firm
- Account opening, trade execution and reconciliation, client reporting, and compliance support
- Ensuring accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements
- Proficiency in back office operations
- Attention to detail and ability to handle multiple tasks efficiently
- Capable of working independently and collaboratively within a team
- Strong communication skills
- Bachelor's degree
Prior experience in a similar role is preferred. Knowledge of financial products, investment operations, and compliance requirements would be beneficial.
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