Wealth Operations Associate

Full-time

Flagship Staffing Services

Warwick, RI

Job Description
Job Description
Our client specializes in Wealth Management. They are currently looking for someone to join their firm as a Wealth Operations Associate.
Responsibilities include:
Compliance tasks
Renew licenses
Process new accounts
Process equity and mutual fund trades, block trades and trade reconciliations
Process advisory fees and audit
Maintain/ update client accounts
Strong Customer Service
Associates degree or equivalent work experience required. Series 7 License preferred. Proficient with MSOffice. Strong verbal and written communication skills.

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Vacancy posted 1 day ago

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