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Wealth Operations Associate — Investment & Planning
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-07-13
Listing for:
Nichols College
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Riverview Capital Advisers, a wealth management firm, seeks an operations associate to support the wealth management team and client data processes. You will help produce recurring reporting, analyze financial data, and maintain client information with accuracy and discretion.
The role offers exposure to estate planning, tax planning, retirement planning, and investment management operations within a growing family-office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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