Operations Associate - Wealth Mgmt Ops; Santa Barbara
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-10
Listing for:
Certis Capital Management, Inc.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Certis Capital Management, Inc. is seeking an Operations Associate for a full-time, on-site role in Santa Barbara, CA. You will support day-to-day operational workflows, ensure accurate client records, and coordinate with custodians and external providers to keep processes efficient and compliant.
The ideal candidate has a finance- or business-related Bachelor's degree and strong Excel skills, with a focus on data accuracy, client service, and collaboration across teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×