
Operations Manager
23 hours ago
Financial operations professionals play a crucial role in wealth management firms, ensuring clients' financial goals are met by handling day-to-day activities.
Role OverviewThis full-time position involves managing account openings, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support for a leading wealth management firm.
Key Responsibilities:- Accurate record-keeping and seamless coordination with custodians and vendors
- Timely delivery of client and regulatory requirements
- Administrative support for relationship managers
The ideal candidate should possess expertise in back office operations, attention to detail, and the ability to handle multiple tasks efficiently. Strong communication skills and a bachelor's degree are essential.
Preferred Qualifications:- Knowledge of financial products, investment operations, and compliance requirements
- Prior experience in a similar role
A boutique Investment Advisory firm providing tailored Wealth Management Solutions since 2001 has an opening for this position.
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