Wealth Operations & Trust Associate
Job in
Princeton, Mercer County, New Jersey, 08543, USA
Listed on 2026-06-24
Listing for:
Bryn Mawr Trust
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
Bryn Mawr Trust, located in Princeton, NJ, is looking for a Financial Associate to provide high-level operational support to wealth clients and advisors. This role involves managing client documentation, ensuring seamless communication, and assisting with portfolio oversight. Candidates should have a strong background in financial services and excellent client service skills.
The ideal candidate possesses a Bachelor's degree and a minimum of 3 years experience in the financial services sector. The role supports various financial activities and aims to enrich client relationships through proactive service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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