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Wealth Operations Associate — Paperwork, Wires & Admin
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-08-29
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Boutique Recruiting is seeking an Operations Associate for an established wealth management firm in Naples, FL. You will handle processing account paperwork, IRA distributions, wires, checks, and other financial transactions, while maintaining precise documentation across multiple systems to support client accounts.
The role requires highly organized, proactive individuals who can follow structured processes, manage detail-sensitive activities, and collaborate with Client Service Associates and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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