Wealth Operations Specialist II
Job in
Fargo, Cass County, North Dakota, 58126, USA
Listed on 2026-08-08
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Alerus is seeking a Wealth Management (WM) Operations Specialist II to support the SEI wealth platform back-office operations and all WM processes. This role requires broad knowledge of WM functions and regulatory requirements to ensure complete and accurate system processing and a superior client experience.
You will collaborate with the SEI Operations Team to settle trades, post income, review prior year transactions for IRS deadlines, prepare tax forms, assist auditors, manage corporate
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