What are the responsibilities and job description for the Wealth Operations Associate position at Flagship Staffing Services?
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.
Salary : $70,000 - $80,000