Description:

Our client is currently seeking a ­­­­Wealth Management Operations Assistant to join their team. This is a full-time, permanent position.

Responsibilities Include:

• Provide back-office support for Wealth Management and Trust accounts.
• Process account transactions, fee processing, and cash/trade activity.
• Perform account reconciliations and maintain accurate trust records.
• Assist with new account setup, maintenance, and account closures.
• Prepare and review operational documents and maintain confidential records.
• Collaborate with internal teams to ensure accurate and timely processing.

Qualifications:

• High School Diploma or GED required.
• Previous experience in banking, wealth management, trust operations, or financial services preferred.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office, especially Excel.
• Excellent communication skills and the ability to handle confidential information.

Hours & Benefits:

• M -F 8-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.