Operations Specialist

Job Title:
Operations Specialist (Entry-Level | Temporary)
Location:
On-site
Industry: Wealth Management
Schedule:
Monday–Friday | Standard Business Hours

Are you a detail-oriented individual looking to gain real-world experience with a respected wealth management firm? Whether you’re a college student, a recent graduate, or a seasoned administrative professional, this temporary Operations Specialist role is a fantastic opportunity to sharpen your skills in a professional, fast-paced environment.

As an Operations Specialist, you’ll support the firm’s client transition team by handling important administrative and document-processing tasks. Your efforts will directly impact the onboarding experience of clients, helping ensure a smooth and efficient transition.

• Print and assemble key client documents

• Flag and highlight areas requiring signatures

• Prepare and organize UPS shipments (including return envelopes)

• Generate accurate UPS shipping labels

• Track task progress and document status in Excel

• Scan and log returned materials for processing

• Highly organized with strong attention to detail

• Comfortable working with spreadsheets (basic Excel skills required)

• Able to follow procedures with accuracy and consistency

• Dependable and professional in demeanor

• Previous administrative or clerical experience is a plus but not required

• Hands-on experience in the financial services industry

• Supportive and professional team environment

• Great for entry level candidates—ideal for those exploring careers in operations, finance, or administration

• No nights or weekends