Wealth Management Operations & Data Specialist
OneDigital
OneDigital is seeking a Wealth Management Operations Analyst to ensure the accuracy and compliance of operational processes supporting financial advisors and clients. This key role oversees account onboarding, manages transaction processing, and serves as a subject matter expert while enhancing operational efficiency. The ideal candidate will have experience in the investment industry, strong attention to detail, and proficiency in tools such as Salesforce and Microsoft Office. The role involves handling audits, managing technical support, and training junior staff professionals. #J-18808-Ljbffr
Vacancy posted 1 day ago
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