Wealth Management Operations Specialist

📋 Description

• Act as a central operational resource for Envestnet account management on behalf of Advisors and Financial Service Associates (FSAs).

• Facilitate the onboarding process for new TAMP accounts.

• Carry out ongoing account maintenance and modifications as instructed by the Advisor.

• Enter, track, and fulfill service requests within the TAMP and related custodial systems.

• Maintain a well-organized and prioritized task queue.

• Implement advisor-directed model changes, portfolio reallocations, and modifications to account goals.

• Ensure that all account activities, service actions, and notes are accurately documented.

• Collaborate with Advisors, FSAs, Compliance, and Operations teams to investigate issues.

• Aid in the development, documentation, and improvement of standardized TAMP workflows.

• Support training and onboarding initiatives.

⛳️ Requirements

• Bachelor's degree is preferred.

• 2 - 3 years of experience in administrative support, preferably within a financial services or technology-focused environment.

• Excellent organizational and time management abilities.

• High level of attention to detail and accuracy in account management and data entry.

• Strong aptitude for technology.

• Capability to follow detailed instructions while exercising sound judgment and problem-solving skills.

• Clear verbal and written communication abilities.

• Ability to work independently while effectively contributing in a team-oriented environment.

🏝️ Benefits

• Health insurance.

• Paid time off for volunteering and diversity-related activities.

• Flexible work arrangements.