
Wealth Management Operations Coordinator
1 week ago
The role of the Back Office Executive is to handle day-to-day operational activities in a wealth management firm.
This includes account opening, onboarding and maintenance, trade execution and reconciliation, client reporting and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting relationship managers with administrative tasks.
As a key member of the team, you will be responsible for:
- 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
Preferred qualifications include a Bachelor's degree and knowledge of financial products, investment operations and compliance requirements.
Our ideal candidate has a strong passion for delivering exceptional client service and is proficient in using relevant software and tools.
The successful candidate will have excellent organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines.
They will also have strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
Our company values are built around delivering exceptional results, fostering a culture of innovation and collaboration, and providing opportunities for growth and development.
We are looking for a highly motivated and driven individual who is passionate about making a difference in the financial industry.
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