Wealth Management Operations Specialist

Position

Wealth Management Operations Specialist

$30 - $32 /hour, depending on experience

Inceed has partnered with a great company to help find a skilled Wealth Management Operations Specialist to join their team!

This is a great opportunity for someone who enjoys supporting complex client account operations, solving process issues, and partnering across teams to keep work moving efficiently. You’ll help ensure accurate account handling, provide support for trust systems and online products, and play an important part in keeping day-to-day operations running smoothly.

• Open, close, and maintain client accounts accurately.
• Process cash receipts and disbursements.
• Support income, expenses, and fee processing.
• Coordinate required documentation with internal and external partners.
• Assist with assets moving into the bank.
• Provide backup support for group operations needs.
• Troubleshoot trust software and online product issues.
• Resolve client and internal processing questions.
• Help document processes and support special projects.
• Assist with audit, compliance, and regulatory inquiries.

• Bachelor’s degree in a business-related field.
• 1+ years of experience in the security industry.
• Equivalent education and experience will be considered.
• Strong attention to detail and documentation skills.
• Ability to coordinate with multiple internal and external parties.
• Experience supporting client account operations.
• Comfort working through issues to resolution.

• Experience with trust software or systems.
• Background supporting online product troubleshooting.
• Familiarity with audits or compliance support.
• Experience in fee processing or cash movement.
• Exposure to wealth management operations.

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit

• Role supports a centralized wealth management operations team.
• Work includes client support, internal coordination, and process documentation.

If you are interested in learning more about the Wealth Management Operations Specialist opportunity, please submit your resume for consideration. Our client unable to provide sponsorship at this time.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.