Wealth Operations Analyst

About the role

This role is the operational backbone of the firm. The Operations Analyst will own the day-to-day execution of client service operations, from ad hoc client requests and money movements to account opening and ongoing maintenance.

Working in close partnership with our advisors, this person will help deliver the seamless, white-glove experience our clients expect. The ideal candidate is dependable, discreet, and thrives in a fast-paced environment where accuracy and follow-through matter.

Responsibilities

• Own the day-to-day execution of client service operations, including ad hoc client requests and money movements.
• Account opening and ongoing maintenance.
• Collaborate closely with advisors to ensure seamless client experiences.
• Manage multiple tasks with competing deadlines, maintaining accuracy and follow-through.

Requirements

• Highly organized and detail-oriented.
• Excellent communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Experience in a similar role preferred.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• 1-3 years of relevant experience in wealth management operations, financial services, or a similar field.

Skills

• Strong organizational and attention to detail skills.
• Proficiency in Microsoft Office Suite.
• Experience with financial systems and software.

Benefits

• Salary + bonus.
• Complete Health Coverage.
• PTO.
• Parental leave.

Pay

Salary + bonus.

Schedule

Full-time opportunity.

W2, permanent hire with Benefits.

Flexible / remote friendly work culture.