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Wealth Transition Operations Analyst - Onboarding & Reporting
Job in
Hamilton Township, Mercer County, New Jersey, USA
Listed on 2026-07-01
Listing for:
Trevose Partners
Contract
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant -
Business
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Trevose Partners, a leading wealth management firm, is seeking a Transition Management Operations Analyst in Hamilton Township, NJ. This position supports the onboarding of private wealth advisor teams, dealing with account openings, client documentation, and transition tracking.
The ideal candidate will have a Bachelor's degree and be detail-oriented, with the ability to manage multiple priorities efficiently. This is a 3-month contract with rollover potential.
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