
Financial Operations Specialist
19 hours ago
We are seeking a highly skilled and experienced professional to join our wealth management team as a Financial Operations Specialist. As a key member of our team, you will be responsible for overseeing the day-to-day operational activities, ensuring seamless client service delivery, and supporting the growth of our business.
Your primary responsibilities will include:
- Managing client onboarding, account opening, and maintenance processes
- Coordinating trade execution and reconciliation with custodians and vendors
- Providing exceptional client reporting and compliance support
- Maintaining accurate records and ensuring timely delivery of client and regulatory requirements
Requirements
To succeed in this role, you must possess:
- Proficiency in back office operations and financial services
- Excellent attention to detail and multitasking abilities
- Able to work independently and collaboratively within a team environment
- Strong communication and interpersonal skills
- Bachelor's degree in a related field or equivalent experience
- Prior experience in a similar role is preferred but not required
Benefits
We offer a comprehensive compensation package that includes:
- A competitive salary and bonus structure
- Comprehensive health insurance and retirement plan
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
About Us
We are a leading wealth management firm dedicated to providing exceptional client service and delivering customized investment solutions. Our team of experienced professionals is committed to helping our clients achieve their long-term financial goals through detailed research, data analysis, and a deep understanding of their financial needs.
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