
Financial Operations Coordinator
1 week ago
Wealth management firms require dedicated professionals to oversee the behind-the-scenes activities that keep their operations running smoothly.
This role involves handling day-to-day tasks including account opening, trade execution, reconciliation, client reporting, and compliance support. The successful candidate will ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
Key responsibilities include managing financial transactions, maintaining records, and providing administrative support to relationship managers.
To excel in this position, you should have a keen eye for detail, strong organizational skills, and excellent communication abilities. A Bachelor's degree is required; knowledge of financial products, investment operations, and compliance requirements is highly preferred.
The ideal candidate will be able to work independently and collaboratively within a team, using their technical skills and business acumen to drive results. If you are a motivated and organized individual looking for a challenging role, this may be the opportunity for you.
- Strong analytical and problem-solving skills
- Proficiency in back office operations
- Excellent communication and interpersonal skills
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