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Wealth Operations Associate: Data, Custodial & Reporting

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Colonial Group
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Finance Assistant
Salary/Wage Range or Industry Benchmark: 41000 - 55000 USD Yearly USD 41000.00 55000.00 YEAR
Job Description & How to Apply Below

Highland is a rapidly growing wealth management firm that helps clients align money with life goals. The Operations Associate supports custodial administration, trading support, account maintenance, data integrity, and reporting, working closely with the Operations team to serve clients accurately and efficiently.

The role suits detail-oriented individuals who thrive with systems and data, enjoy problem solving, and want to develop deep expertise in wealth operations while upholding Highland's

The Wealth Operations Associate:
Data, Custodial & Reporting role at Colonial Group is now open for applications in Bellevue, WA, United States.

As a Wealth Operations Associate:
Data, Custodial & Reporting, you will play an important part at Colonial Group in Bellevue, WA, United States.

We invite applications for the Wealth Operations Associate:
Data, Custodial & Reporting position located in Bellevue, WA, United States.

Position Requirements
10+ Years work experience
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