Wealth Operations Specialist: Onboarding & Reporting
Listed on 2026-10-08
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Finance & Banking
Regulatory Compliance Specialist, Financial Analyst, Financial Services, Financial Compliance
Bridges Trust is a private wealth management firm seeking a Client Operations Specialist to enhance client experiences by ensuring accurate account activity and prompt service across trusts, estates, and investments. You will support onboarding, distributions, transactions, and reporting to drive efficiency and scalability.
The role requires strong operational knowledge, attention to detail, and a continuous-improvement mindset to collaborate across Trust, Wealth, Investment, Compliance, and
Our organisation is growing, and we are hiring a Wealth Operations Specialist:
Onboarding & Reporting in Omaha, NE, United States.
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 Wealth Operations Specialist:
Onboarding & Reporting role in the description above.
We appreciate your interest in this position.
Join Rippling, Inc. and contribute to our ongoing work.
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