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Wealth Operations Specialist

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: OakworthTalent
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Business Administration, Finance Assistant
Salary/Wage Range or Industry Benchmark: 52000 - 68000 USD Yearly USD 52000.00 68000.00 YEAR
Job Description & How to Apply Below

Oakworth Capital Bank in Birmingham, AL is seeking a Wealth Operations Coordinator to provide operational support for Wealth Management. You will coordinate account opening activities, maintain processes, and support Wealth Advisors, Client Support teams, and other departments to ensure timely completion of requests.

The role focuses on processing transfers, maintaining reports, and supporting daily operations while upholding Oakworth Core Values and delivering exceptional service to clients and

This posting is for the Wealth Operations Specialist role at Oakworth Talent, based in Birmingham, AL, United States.

We would love to welcome a new Wealth Operations Specialist to our group in Birmingham, AL, United States.

For the Wealth Operations Specialist position at Oakworth Talent, we are reviewing applications now.

Step into the Wealth Operations Specialist role at Oakworth Talent in Birmingham, AL, United States and grow with us.

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