What are the responsibilities and job description for the Operations Specialist - Wealth Management position at Kennison & Associates?
Join one of Boston's premier law firms and become a key member of its highly regarded Wealth Management team.
This is an exciting hybrid opportunity for an experienced operations professional who enjoys working behind the scenes to keep client accounts, advisory fees, and investment operations running seamlessly. You'll partner closely with advisors, portfolio managers, custodians, and internal teams while working with leading platforms such as Addepar to deliver exceptional accuracy and client service.
The ideal candidate will bring 3 years of trust or wealth management operations experience, strong Excel skills, and exceptional attention to detail. Addepar experience is preferred, with familiarity with Fidelity Wealthscape, Charles Schwab, SEI Trust, Practifi, or Salesforce a plus.
Salary: $65,000-$85,000 bonus, along with excellent benefits, a supportive culture, and strong opportunities for long-term career growth.
If you're looking for a high-quality opportunity with a prestigious Boston firm, this one is worth exploring. Apply today!
Job Code: 18897
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Salary : $65,000 - $85,000