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Wealth Advisory Ops & Billing Specialist

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CLA (CliftonLarsonAllen)
Full Time position
Listed on 2026-02-10
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 48700 - 85000 USD Yearly USD 48700.00 85000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm in Minneapolis seeks to hire a candidate to support day-to-day operations in wealth advisory investments. The successful applicant will ensure the accuracy of client reports and dashboards, coordinate account activities, and assist with billing processes. A Bachelor's degree is required, and while relevant experience is preferred, it is not mandatory. The role offers flexible PTO and competitive compensation, with a salary range of $48,700 – $85,000.
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