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Wealth Management Operations Specialist
Job in
Lansing, Ingham County, Michigan, 48900, USA
Listed on 2026-06-02
Listing for:
Rehmann Financial Group, LLC
Part Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Rehmann Financial Group, LLC is seeking an operational resource for Envestnet account administration. The role involves onboarding new TAMP accounts, maintaining service requests, and collaborating with Advisors and internal teams to ensure accurate account management.
Ideal candidates will possess a bachelor's degree, strong organizational skills, and 2-3 years of relevant experience, particularly in a financial services environment. We value our associates and offer numerous benefits focused on physical and mental health.
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