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Operations Associate - Wealth Management & Client Services

Job in Manchester, Bennington County, Vermont, 05254, USA
Listing for: Manchester Capital Management LLC
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 55000 USD Yearly USD 45000.00 55000.00 YEAR
Job Description & How to Apply Below

Manchester Capital Management LLC in Manchester, VT is seeking an Operations Associate to support Wealth Managers and clients. You will help prepare account paperwork, process money movements, and assist in tax and reporting activities to ensure accurate, timely service.

The role involves coordinating with custodians, CPAs, and tech providers, and requires strong Excel and accounting skills plus attention to detail. A proactive, communicative team player is essential.

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Position Requirements
10+ Years work experience
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