Wealth Operations Manager

About this role

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

Summary

This role is vital in ensuring smooth back-office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. The ideal candidate is an enthusiastic learner, eager to master new processes and support the team in delivering a seamless client experience.

Essential Duties & Responsibilities

• Collaborate with custodians, brokerage firms, financial institutions, and internal corporate teams to process client transactions, resolve discrepancies, and manage account-related inquiries.
• Maintain accurate records of custodial interactions and follow up on outstanding items.
• Prepare and review necessary paperwork for client accounts, including account opening, transfers, withdrawals, and beneficiary updates.
• Ensure compliance with regulatory requirements and internal policies.
• Execute fund transfers, wire requests, and other financial transactions.
• Assist advisors in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
• Collaborate with other team members to ensure accurate and timely reporting.
• Maintain client data in the CRM system, ensuring accuracy and completeness.
• Update client profiles, contact information, and preferences.
• Handle incoming calls, emails, and inquiries from clients and internal team members.
• Assist with office organization, filing, and other administrative tasks as needed.
• Perform other duties as assigned.

**Qualifications, Skill...