Wealth Advisory Operations Associate – Private Bank
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-06-18
Listing for:
TwinThread
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Investment Banking, Financial Services
Job Description & How to Apply Below
Twin Thread is seeking an Associate to support the Wealth Advisory Team and clients in Massachusetts. The role involves maintaining trust structure inventories and preparing client presentations tailored to the Wealth Advisors.
Candidates should have at least 5 years of relevant experience in a private bank or trust environment, along with a solid knowledge of wealth planning and proficiency in MS Office. This position emphasizes independent work in a team setting and fosters continuous learning and growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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