Wealth Operations Associate

Job Description

Our client specializes in Wealth Managment. They are currently looking for someone to join their firm as a Wealth Operations Associate.

Responsibilities include:

• Compliance tasks
• Renew licenses
• Process new accounts
• Process equity and mutual fund trades, block trades and trade reconciliations
• Process advisory fees and audit
• Maintain/ update client accounts
• Strong Customer Service

Associates degree or equivalent work experience required. Series 7 License preferred. Proficient with MSOffice. Strong verbal and written communication skills.

We are currently recruiting a Wealth Operations Associate for our team in Warwick, RI, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Operations Associate role in the description above.

We appreciate your interest in this position.

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