
Day-to-Day Operations Specialist
7 days ago
Role Summary
Operational Expertise RequiredThe successful candidate will be responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.
This role involves accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements. The ideal candidate should have proficiency in back office operations, attention to detail, and strong communication skills.
Key Responsibilities:- Handling daily operational tasks in a wealth management setting
- Managing accounts from opening to closure, including onboarding and maintenance
- Executing trades, reconciling discrepancies, and providing client reports
- Providing compliance support and ensuring adherence to regulatory standards
- Strong understanding of back office operations and procedures
- Excellent analytical and problem-solving skills
- Ability to work effectively in a team environment
- Bachelor's degree in a relevant field, preferably in finance or business administration
- Prior experience in a similar role is highly desirable
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