Wealth Operations Associate

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.