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Wealth Operations Specialist

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Merit Financial Advisors
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 52000 - 75000 USD Yearly USD 52000.00 75000.00 YEAR
Job Description & How to Apply Below

Merit Financial Advisors in Alpharetta, GA seeks an Operations Associate to support wealth managers and client service nationwide. This role maintains efficient workflows and ensures data integrity across systems.

Responsibilities include resolving discrepancies, managing access, and collaborating with teams to uphold service levels, while assisting with day-to-day operations and risk monitoring.

This opportunity is for the Wealth Operations Specialist role at Merit Financial Advisors.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Alpharetta, GA, United States.

This opportunity is part of our work in Management & Operations.

The advertised compensation is 52.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

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