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.
