Wealth Operations Specialist

Job Description Job Description

About the role

Have you been an executive assistant, an administrative assistant, or the right hand to a financial advisor, wealth manager, or insurance advisor?

Then this role was written for you — and there may not be another one like it.

You are the person who actually runs an advisory practice.

You know which form goes with which account type, what a KYC refresh needs before it will pass review, how to chase a signature without annoying a client, and what ha…