Senior Operations Associate - Wealth Management
Jobrapido
Exciting opportunity to join a strong and growing wealth management firm headquartered here in Miami. Great culture and opportunities for growth: Job Responsibilities Daily booking of a variety of futures across multiple asset classes To produce and explain daily Profit and Loss reconciliations Analyze trade breaks To understand the cash flows associated with each trade and to work with the accounting and settlement teams to ensure that settlement is accurate and timely. To be able to identify areas of improvement and implement new procedures or to change existing process flows to ensure tight controls front to back. Build an effective Control Environment, set minimum standards and develop new processes where required Support traders Various related duties Requirements: Bachelors degree 4+ years of operations experience within financial services or commodities Excellent communication
- ...Job Description We are seeking a detail-oriented and motivated Operations Associate to join a growing independent broker-dealer within the wealth management industry. This individual will support daily brokerage operations, account administration, transaction processing...SuggestedWork at office
- ...The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality... ...firm’s global planning process. By managing administrative responsibilities... ...account opening, or wealth management operations Professional, client-focused approach...SuggestedWork at officeRemote work
- About Rockefeller Capital Management Rockefeller Capital Management was... ...professionals - including wealth planners, tax advisors, estate... ...family governance needs. The Senior Wealth Strategist is a member... ...Private Office team, you won't operate in isolation - you will...SeniorWork at officeLocal area
- ...Sound Income Group seeks an experienced Director of Operations to lead operational strategy and execution for our RIA business in... ...ownership to scale processes, improve controls, and support growth in a highly regulated wealth-management environment. #J-18808-LjbffrSuggested
- ...Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth. Fluency in English and Spanish preferred. Responsibilities...Senior
- ...DUTIES AND RESPONSIBILITIES Operational efficiency Oversee center... ...to ensure center cash is managed, balanced, and secured within... ...information to clients, prospects, and associates. Team management... ...banking, consumer, small business, wealth and trust management, retail...Work at office
- ...Operations AssociateBrand Strategy Our Brand mission is to inspire confidence and optimism, inviting everyone to shine... ...Charmingly Disarming.About the PositionThe Operations Associate supports the Store Management team in the achievement of the store's goals by providing...Hourly payFull timePart timeCasual workFlexible hoursShift workNight shift
- ...About the Role Our client, a wealth management firm based in Brickell, Miami, is looking for an Internal Controls & SOX Senior Associate to help strengthen and scale its internal controls and financial reporting framework. This is a hands-on role with broad exposure...SeniorFull timeWork at office
- ...Senior Director of Pharmacy OperationsOffering a competitive compensation package, including... ...doing:The Senior Director of Pharmacy Operations is a key leader responsible for ensuring... ...workflows and quality service.Financial Management: Manage budgets, monitor financial...SeniorContract workTemporary workLocal area
$23.9 per hour
...or equivalent Preferred Qualifications: Associates degree Experience in a hospital, medical device,... ...terminology, implants, surgical instruments, or healthcare operations. Experience with inventory management, logistics, or supply chain operations....Hourly payFull timeShift workWeekend work- Broward College seeks an experienced administrative professional to support the Office of General Counsel with high-level, confidential administrative work. You will develop and coordinate office systems, procedures, and functions while handling varied clerical tasks with...SeniorContract workWork at office
$18 - $20.5 per hour
## Operations Associate - Part TimeSunrise,FL,United States**Job ID:** 296675**Store Name/Number:** FL-Sawgrass Mills (1180)**Address:**128... ...that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work- ...Senior Operations ManagerLead Medix Biochemica's biochemical manufacturing operations, improving quality, efficiency, safety, and team development... ....Location: Weston, FL, USASummary: The Sr Operations Manager is responsible for directing and coordinating all activities...SeniorWork at office
- ...Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Job DescriptionWho We AreGlades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client...Full timeWork at office
- ...Job Description Job Description Description: Scope of Function: The QA Operations Associate is a hands-on, on-the-floor Quality Assurance professional responsible for ensuring GMP compliance during manufacturing operations while exercising independent quality...
- ...Senior Advisors are the most experienced advisors... ...Get to Know meetings Manage top 20% of the team’s... ...Manage & develop Lead and Associate Advisors.... ...Oversee the compliance operations and ensure they are being... ...vested At Modern Wealth Management, we are committed...Senior
- ...areas. No prior experience required; training provided. Responsibilities include cleaning bathrooms and floors, stocking shelves, operating the cash register, sorting and baling recyclables, loading/unloading trucks, and assisting customers while maintaining a positive...
- ...Flagstar Bank in Fort Lauderdale, FL is seeking a Senior Business Banking Relationship Manager Sr to drive acquisition, retention and expansion of business banking clients. You will lead the sales process, collaborate with branch managers, and coordinate with Commercial...Senior
$150k - $175k
...Senior/Principal Spacecraft Thermal Engineer (Remote) Fully Remote Pay: $150k-$175k base + Bonus... ...applications ranging from spacecraft thermal management to precise temperature control in surgical environments, operating across extreme conditions from -150°C to 1,100...SeniorLocal areaRemote work- ...& Sundays Compensation: 60k salary We are hiring an Operations Specialist to support our daily freight workflow and ensure on... ...Coordinate with carrier reps on recoveries, reschedules, and exception management • Support early-morning operational needs to ensure all...Part timeWork at officeRemote workWeekend workEarly shift
- ...partnering with a growing, independent wealth management firm with approximately $350 million in... ...management to identify an experienced Senior Financial Planner / Relationship... ...plans • Participate in the firm's EOS operating environment and collaborative team structure...SeniorRemote work
- ...Job Description Senior Advisors are the most experienced... ...Know meetings \n Manage top 20% of the team’s... ...& develop Lead and Associate Advisors. \n... ...Oversee the compliance operations and ensure they are being... ...\n \n At Modern Wealth Management, we are committed...Senior
- ...Concord Marine Electronics, Inc. in Fort Lauderdale, FL is seeking an Admin Assistant (Operations Support) to help keep our fast-paced marine operations on track. You will coordinate technician schedules, communicate with clients and internal teams, assist with invoicing...Shift work
- ...Description POSITION: Director of Operations (Sound Income Strategies, RIA... ..., SIS provides investment management, portfolio solutions,... ...complex business challenges in the wealth management industry, we'd love... ...development. Act as the senior escalation point for operational...Full timeLocal area
$120k
...Director of Operations Multi-Family Office Miami, FL If you want to know... ...comprehensive, family-office-level investment and wealth advisory services is seeking a Director... ...’s next stage of growth. ~ Build and manage operational processes across custodians,...Work at office$90k - $110k
...Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment... ...specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family offices, multi-family offices,...Senior- ...clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the... ...for enterprise wealth managers and private banks. As Senior Solutions Architect, you will be the technical bridge between...SeniorFlexible hours
$15 - $18.75 per hour
...Seasonal Operations AssociateDo you like working with your hands and staying active? Do the words "order" and "process" get you excited... ...your work flourish in a store? Well, being a Seasonal Operations Associate might be the position for you!A Seasonal Operations Associate'...Hourly paySeasonal workWorldwideEarly shift- ...’s Office in Fort Lauderdale seeks a Client Services Supervisor (Processing) to oversee back-office processing within Processing Operations. You will supervise CSR Processing staff, ensure accurate, compliant handling of tax, motor vehicle, and payment transactions, and...SeniorWork at office
$30 - $35 per hour
...RoleWe are seeking a Sports Push Notification Coordinator to manage real-time and scheduled push notifications for major sporting... ...Maintain campaign calendars, messaging templates, send plans, and operational documentation.Track campaign performance, including open rates...Temporary workFlexible hoursNight shiftWeekend workAfternoon shift
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