Investment Operations Specialist: Wealth Management

Ascend Wealth Management in Leawood, KS seeks an Investment Operations Associate to support advisors by handling account openings, transfers, trades, and daily custodial tasks, while maintaining accurate records and timely client reporting.

The role emphasizes attention to detail, collaboration with custodians, adherence to firm policies and regulatory requirements, and ongoing opportunities for professional growth, including FINRA registrations and exposure to wealth-management operations.

We are looking to fill the Investment Operations Specialist:
Wealth Management Growth position at Ascend Wealth Management in Leawood, KS, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 55.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Investment Operations Specialist:
Wealth Management Growth role in the description above.