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Custodial Operations & Advisory Specialist
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
Jobtailor is seeking an Operations and Advisory Specialist to manage end-to-end custodial account servicing and trade execution for client accounts in a fast-paced wealth management environment.
The role requires interaction with advisory teams and third-party custodians like Schwab, ensuring accurate documentation, tax withholding, and timely distributions while maintaining meticulous records in Salesforce and Excel.
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