Wealth Operations Specialist - Hybrid, Addepar Experience
Kennison & Associates
Kennison & Associates in Boston is seeking an Operations Specialist for its Wealth Management team to support client operations, advisory fee administration, and investment account management on platforms like Addepar. The ideal candidate has 3+ years of trust or wealth management operations experience and strong Excel skills. Addepar experience is preferred; familiarity with Fidelity Wealthscape, Charles Schwab, SEI Trust, Practifi, or Salesforce is a plus. #J-18808-Ljbffr Kennison & Associates
Vacancy posted 4 days ago
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