Wealth Operations Specialist: Billing & Data Integrity
Choate, Hall & Stewart LLP
Choate Hall & Stewart LLP in Boston seeks a Wealth Operations Specialist to manage client billing, configurations, and reconciliation across Addepar and custodial platforms, ensuring accurate advisory fees per client agreements. You will support the Wealth Management Department and Choate Investment Advisors by handling client and account data, cash and asset movements, transfers, and daily reconciliations, partnering with custodians and advisors to maintain data integrity and service quality. #J-18808-Ljbffr Choate, Hall & Stewart LLP
Vacancy posted 4 days ago
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