
Business Operations Specialist
5 days ago
Job Summary
We are seeking a seasoned professional to fill the role of Business Operations Specialist. As a key member of our team, you will be responsible for handling day-to-day operational activities in a wealth management firm.
The ideal candidate will have expertise in Back Office Operations, attention to detail, and the ability to handle multiple tasks efficiently.
S/he must be capable of working independently and collaboratively within a team, possess strong communication skills, and hold a Bachelor's degree.
Prior experience in a similar role is preferred, as is knowledge of financial products, investment operations, and compliance requirements.
Responsibilities
- Account opening, onboarding, and maintenance
- Trade execution and reconciliation
- Client reporting and compliance support
Requirements
- Proficiency in Back Office Operations
- Attention to detail and multitasking abilities
- Strong communication and teamwork skills
- Bachelor's degree required
- Prior experience in a similar role preferred
- Knowledge of financial products, investment operations, and compliance requirements
About Us
We are a boutique Investment Advisory firm dedicated to providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions.
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