Operations Specialist - Wealth Management

About the role

This position is within one of Boston’s premier law firms, specifically the Wealth Management team.

Responsibilities

- Partner closely with advisors, portfolio managers, custodians, and internal teams. - Work with leading platforms such as Addepar to ensure exceptional accuracy and client service. - Manage client accounts, advisory fees, and investment operations. - Utilize strong Excel skills to support these operations.

Requirements

- At least 3 years of trust or wealth management operations experience. - Exceptional attention to detail. - Familiarity with Addepar, Fidelity Wealthscape, Charles Schwab, SEI Trust, Practifi, or Salesforce is preferred.

Qualifications

- Strong analytical and organizational skills. - Ability to manage multiple tasks simultaneously. - Excellent communication and interpersonal skills.

Skills

- Proficiency in Excel. - Experience with wealth management systems and platforms.

Benefits

- Competitive salary range of $65,000 - $85,000, including a bonus. - Comprehensive benefits package. - Supportive and collaborative work environment. - Opportunities for long-term career growth.

Pay

Salary range: $65,000 - $85,000

Schedule

Hybrid work arrangement.

Benefits

Comprehensive benefits package.