Wealth Operations Woburn, MA

Operations Processor

We are looking for an Operations Processor to support wealth operations activities for a long-term contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards.

Responsibilities:

• Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly.
• Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements.
• Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance.
• Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays.
• Assist with onboarding tasks that help clients complete account establishment and funding within expected time frames.
• Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions.
• Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion.
• Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts.
• Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.