Custodian

Jobtailor is seeking an Operations and Advisory Specialist to manage end-to-end custodial account servicing and trade execution for client accounts in a fast-paced wealth management environment. The role requires interaction with advisory teams and third-party custodians like Schwab, ensuring accurate documentation, tax withholding, and timely distributions while maintaining meticulous records in Salesforce and Excel. #J-18808-Ljbffr