Wealth Management Operations Specialist

Responsibilities

Serve as a centralized operational resource for Envestnet account administration on behalf of Advisors and Financial Service Associates (FSAs). Complete onboarding of new TAMP accounts, including account setup, documentation review, and submission in accordance with firm policies and compliance requirements. Process ongoing account maintenance and modifications as directed by the Advisor, including changes to account features, models, restrictions, and service attributes.

Enter, monitor, and complete service requests within the TAMP and related custodial platforms. Maintain an organized and prioritized task queue to ensure timely, accurate completion of account servicing requests. Execute advisor-directed model changes, portfolio reallocations, and account goal modifications within the TAMP that may result in automated trading activity, while not independently placing, timing, or managing trade instructions. Ensure all account activity, service actions, and notes are documented accurately within the TAMP and related systems.

Partner with Advisors, FSAs, Compliance, and Operations teams to research issues, resolve discrepancies, and address account-related questions. Assist with the development, documentation, and refinement of standardized TAMP workflows and best practices. Support training and onboarding efforts by reinforcing consistent processes and operational standards. Perform other duties as needed to support departmental or firm-wide initiatives.

• Bachelor's degree preferred
• 2 - 3 years of administrative support experience, ideally within a financial services or technology-driven environment
• Strong organizational and time management skills with the ability to manage and prioritize a high-volume task queue
• High attention to detail and accuracy in account administration and data entry
• Strong technology aptitude with the ability to learn, navigate, and effectively use multiple wealth management systems
• Ability to follow detailed instructions while applying sound judgment and problem-solving skills
• Clear verbal and written communication skills when working with Advisors, FSAs, and internal teams
• Ability to work independently while contributing effectively within a team-based environment

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

Rehmann is an Equal Opportunity Employer.