Wealth Management Operations Specialist

Wealth Management Operations Specialist
in New York, New York 10018 - US

Job Description

Wealth Management Operations Specialist 

We are a well-established Wealth Management Company located in the Hell’s Kitchen neighborhood. There is a rare opportunity with in our expanding hedge fund group for an Operations Specialist. This is a full time position with an immediate start date. The ideal candidate must have impeccable attention to detail and solid business judgment. As an Operations Specialist the candidate will need to service daily operational demands while finding ways to leverage various procedures and applications on behalf of the firm. If you have the desire to learn and gain experience with one of New York's most reputable Wealth management Companies this is an opportunity you cannot miss.

- Perform daily and monthly reconciliation reports
- Assist in ad hoc projects and presentations to guarantee the maximum client satisfaction and timely deliverables required by management
- Conducting analysis, initiating investigations, and responding to inquiries on a wide variety of topic
- Timely, accurate, and thorough support of complex and routine inquiries
- Identification, ownership and resolution of business and systems issues through interaction with Systems, vendors, brokers, and internal clients
- Execute daily validation and initiation procedures, ensuring the integrity and consistency of data across multiple platforms
- Working with SQL and other data sources

- Bachelor's degree
- Financial pedigree CFA or Master's degree preferred
- Knowledge of security master file, data integrity, and pricing processes
- Extremely polished written and verbal communication skills
- Must be available to start immediately

To apply, please submit a resume

For questions, please call 617-250-1000. There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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