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Wealth Operations Specialist: Compliance & Trades

Job in Warwick, Kent County, Rhode Island, 02888, USA
Listing for: Flagship Staffing Services
Full Time position Listed on 2026-11-04
Job specializations:
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR

Job Description & How to Apply Below

Flagship Staffing Services is assisting a wealth management client in Rhode Island to find a Wealth Operations Associate. This role supports the operations of the advisory business and ensures accurate processing of accounts and trades.

Responsibilities include compliance tasks, renewing licenses, processing new accounts, trade reconciliations for equity and mutual funds, handling advisory fees and audits, and maintaining client records.

The following opening is for a Wealth Operations Specialist:
Compliance & Trades with Flagship Staffing Services.

This posting is for the Wealth Operations Specialist:
Compliance & Trades role at Flagship Staffing Services, based in Warwick, RI, United States.

We are looking to fill the Wealth Operations Specialist:
Compliance & Trades position at Flagship Staffing Services in Warwick, RI, United States.

The Wealth Operations Specialist:
Compliance & Trades role at Flagship Staffing Services is now open for applications in Warwick, RI, United States.

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