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Wealth Transition Operations Specialist

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Apollon Wealth Management, LLC
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A wealth management firm is seeking a highly organized Transition Support Associate in Mount Pleasant, SC. This role involves managing client onboarding paperwork, conducting data reconciliation, and providing back-office support. Candidates should have strong Excel skills and experience in project management within the financial services realm. The position requires attention to detail and the ability to manage multiple projects effectively.

This is an exempt role reporting to the Director of Transitions.
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