Wealth Management Operations Specialist

Maller Wealth Advisors is hiring a Wealth Management Operations Specialist to join our growing team in Hunt Valley, Maryland
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If you have experience in wealth management, financial services, banking, investments, insurance, or a similar client-focused environment and are highly detail-oriented, organized, and dependable, this could be a great fit for you. You'll thrive here if you like being busy, take ownership of your work, learn quickly, and take pride in making sure things get done—and get done right.

You’ll work closely with our advisors, operations team, and clients to process account activity, handle client requests, solve problems, and keep important work moving from start to finish.

• $55,000–$80,000 salary, based on experience and skills.
• Annual bonus opportunity of up to 10% of salary.
• $7,000 annual health insurance stipend.
• Health, dental, and vision benefits.
• 401(k) with Profit Sharing.
• PTO: 17 days per year for years 1–4, 18 days in year 5, and one additional day per year after that, up to 28 days annually at 15+ years of service.
• 10 paid company holidays each year.
• Full-time schedule, typically 8:00 a.m.–5:00 p.m.
• In-office position with the potential for a hybrid schedule in the future.
• Opportunity to learn, grow, and take on greater responsibility with an established wealth management firm.

• Own Client Requests. Take responsibility for requests from start to finish and make sure nothing falls through the cracks.
• Open & Maintain Accounts. Prepare documentation, submit account applications, monitor progress, and resolve outstanding requirements.
• Process Transactions. Accurately handle transfers, wires, deposits, distributions, contributions, and other account activity.
• Keep Things Moving. Follow up with clients, advisors, custodians, investment companies, and other partners to make sure requests get completed.
• Support Our Clients. Coordinate paperwork, signatures, account needs, and status updates while delivering a high level of client service.
• Stay Organized. Maintain accurate client records, documentation, activities, and follow-up tasks within our systems.
• Solve Problems. Investigate issues, identify what needs to happen next, communicate clearly, and help find the right solution.
• Work as a Team. Collaborate closely with our administrative, advisory, investment, financial planning, and compliance teams.

• Experience in wealth management, financial services, banking, investments, insurance, client operations, or a related environment is preferred.
• Experience with client processing, account activity, administrative operations, or other detail-oriented work.
• Exceptional attention to detail and a commitment to getting things right.
• Strong organization and the ability to manage multiple priorities in a busy environment.
• A self-starter who takes ownership, follows through, and looks for what needs to be done.
• Strong problem-solving skills and sound judgment.
• A sense of urgency without sacrificing accuracy.
• Clear, confident, and professional communication with clients and coworkers.
• Calm and level-headed when handling problems or time-sensitive requests.
• Comfortable working independently while also being a strong team player.
• Coachable, willing to learn, and able to take feedback and learn from mistakes.
• Comfortable learning new technology, systems, and financial-services processes.
• A college degree is preferred, but not required. We value relevant experience, attention to detail, strong organizational skills, sound judgment, and the ability to learn and manage the day-to-day responsibilities of the role more than a specific field of study.

Maller Wealth Advisors is an independent wealth management firm in Hunt…