Wealth Transition Operations Analyst - Onboarding & Reporting
Trevose Partners
Trevose Partners, a leading wealth management firm, is seeking a Transition Management Operations Analyst in Hamilton Township, NJ. This position supports the onboarding of private wealth advisor teams, dealing with account openings, client documentation, and transition tracking. The ideal candidate will have a Bachelor's degree and be detail-oriented, with the ability to manage multiple priorities efficiently. This is a 3-month contract with rollover potential. #J-18808-Ljbffr Trevose Partners
Vacancy posted 1 day ago
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