Wealth Operations Associate
Flagship Staffing Services
Job Description
Job Description
Our client specializes in Wealth Managment. 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.
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Wealth Operations Associate in Warwick, RI vacancy
$16 - $20 per hour
...Seasonal Operations Associate Do you like working with your hands and staying active? Do the words "order" and "process" get you excited? Do you enjoy making things happen behind the scenes and seeing your work flourish in a store? Well, being a Seasonal Operations...SuggestedHourly paySeasonal workWorldwideEarly shiftJCPenney
Warwick, RI2 days ago$24.5 per hour
...Operations Associate Starting Rate: $24.50 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this...SuggestedWork at officeCentury Bank
Cranston, RI4 days ago- Ulta Beauty in Warwick, RI is seeking a Task Associate to support store operations, stock shelves, maintain cleanliness, and assist management in executing plans. This role emphasizes accuracy, adherence to procedures, and guest service to drive sales while upholding company...SuggestedFull timeFlexible hoursAfternoon shiftEarly shift
- ...customers through their eagerness to help, high brand and execution standards, ability to prioritize and efficient execution of operational processes. Greet everyone (teammates and customers) and proactively approach athletes to understand their needs and support their...SuggestedHourly pay
- ...water’s surface, combining the speed of an airplane with the low operating costs of a boat. Capable of 180 miles at 180 mph on today's... ...Role OverviewAs the SkillBridge - Cybersecurity & IT Operations Associate, you’ll support REGENT’s IT and cybersecurity operations as we...SuggestedInternshipWork at officeRemote workRelocation
$16.25 per hour
...Job Description Job Description Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity, and enthusiasm for the challenge...Hourly payFull timeFlexible hoursShift workNight shiftDay shiftAfternoon shiftGopuff
Providence, RI20 days ago- ...in Rhode Island seeks a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through the wealth transition process. You will handle inbound calls, prepare documents, and coordinate distribution of estate assets with timely, compliant...
- Citizens is seeking a Trade Desk Specialist within our Wealth Management team to support inbound inquiries and trade requests with a... ...advisors and clients in a fast-paced environment. This role blends operations excellence with financial markets passion, offering...
- ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as... ...certifications College credit hours toward a bachelor’s or associate degree through the American Council on Education QUALIFICATIONS...Full timePart timeWorldwideOverseasNight shift
U.S. Navy
Warwick, RI3 days ago - ...About the Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office... ...interpersonal communication skills, with the ability to interact with associates at all levels and resolve issues via chat, email, and in...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
H&R Block
Warwick, RI3 days ago - Avis Budget Group is hiring a Fleet Operations Associate in Warwick, RI to keep Zipcar fleets member-ready. You will move, clean, fuel, and transport vehicles as needed and coordinate with teams to maintain high service standards. Daily duties include vehicle checks, coordinating...
- Avis Budget Group, owner of Zipcar, seeks a Fleet Operations Associate to keep vehicles member-ready across Warwick, RI. You’ll move between on-foot, bike, or Zipcar while cleaning, refueling, and coordinating repairs as needed. Join a team that values reliability and...
- Revival Massage & Bodyworks in Providence, RI, is seeking a detail-oriented Office Assistant to join our friendly studio. This role blends reception, client care, and facility maintenance in a busy wellness space. Responsibilities include greeting clients, scheduling appointments...Part timeWork at officeShift workWeekend work
- ...Safety , ambition , optimism , reliability , ownership , diversity , & respect . Wieland is hiring a Safety & Operations Coordinator to join the team! The Safety & Operations Coordinator is responsible for the coordination of maintaining the Safety...Hourly payWorldwide
Wieland
Warwick, RI6 days ago - Description The Digital Operations Specialist will perform a variety of maintenance functions related to Digital Operations and eBanking including occasional Deposit Operations and IRA support. The incumbent will also provide a wide range of support including reviewing...Work at office
- Centreville Bank in Rhode Island seeks a Digital Operations Specialist to perform maintenance for Digital Operations and eBanking, including Deposit Operations and IRA support. You will review, process, and update daily work while delivering quality customer service. You...
- Care New England Health System in Warwick, RI is seeking a data analyst to support Patient Access operations. You will analyze data, design databases, and create reports to meet management specifications and timelines. You will enter data, identify discrepancies, and develop...
- Socket.dev is seeking a Digital Operations Specialist to support digital banking and eBanking functions, including deposit operations and IRA support. You will review, process, and update daily work while delivering high-quality customer service and maintaining confidentiality...
$18.45 - $20.17 per hour
...maintain stores within your district. This includes skills in both customer service and property maintenance. The Store Operations Associate is responsible for two key areas: Customer Service Developing customer relationships by identifying self-storage needs...Hourly payCubeSmart Self Storage
North Kingstown, RI2 days ago- Ulta Beauty is seeking a Task Associate to support store operations and deliver exceptional guest experiences. This role focuses on stocking merchandise, maintaining cleanliness, and following procedures to ensure smooth daily performance. The position involves assisting...Flexible hours
- Wieland is seeking a Safety & Operations Coordinator for its Warwick, RI location. The role focuses on coordinating the Safety and VPP programs for Wieland Metal Services, communicating with hourly and salary staff, and supporting the Corporate EH&S Manager in key strategies...Hourly pay
- Aptiv is seeking a Sales Operations Analyst in Rhode Island to analyze sales data and performance metrics, identify trends, and provide actionable insights to improve profitability. You will develop dashboards and reports, support forecasting with sales teams, maintain...
- Care New England is seeking a Program Coordinator to oversee the operational and financial aspects of its accredited residency/fellowship training programs. The role requires knowledge of national accreditation policies and hospital guidelines, plus initiative and independent...Traineeship
- ...Job Description Job Description Operations Analyst | World Enterprises We sell window cleaning supplies to professionals. Three brands (WCR, XERO, Sörbo). Real products, real warehouse, real revenue. Growing about twenty percent a year. We're looking for...
World Enterprises International
Warwick, RI10 days ago $75k - $90k
...in-office 3 days per week) Compensation: $75,000 – $90,000 About the Role hotelAVE is looking for a proactive, resourceful Operations Specialist to support key business operations and help drive projects forward. This role is ideal for someone who enjoys...Full timeContract workCasual workWork at officeShift work3 days per weekHotel Asset Value Enhancement
Providence, RImore than 2 months ago- ...verifying delivery documents and communicating with multiple departments to proactively manage inventory. Candidates should have an Associate's or Bachelor's degree preferred along with experience in the office as well as knowledge of receiving processes. Competitive pay...Work at office
$24 - $25 per hour
Reports To:GM, with a dotted line to the Director of Operations FLSA Status: Nonexempt Bake Fresh is a 365-day a year operation that includes... ...best practices and supplier management Education/Experience Associate’s or Bachelor’s degree preferred. High School Diploma / GED...Monday to FridayDay shift- ...in complex and contested environments. Havoc connects assets, enabling them to share information, adapt in real time, and continue operating even when communications are disrupted or denied. Havoc optimizes mission performance and minimizes human risk. Havoc was founded...Immediate startWork from homeRelocationHome office
- A historic overnight summer camp in Rhode Island is seeking a Camp Administrator to support operations year-round. This part-time role focuses on ensuring administrative systems run smoothly during pre-summer months, transitioning to full-time during the summer. Duties...Full timePart timeSummer workNight shift
- ...company in Warwick, Rhode Island, is seeking a dedicated Ramp Supervisor. This position involves leading and coordinating ground operations, ensuring safety and efficiency in delivering services for contracted airlines. The ideal candidate must have supervisory experience...
GAT Airline Ground Support
Warwick, RI1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Operations Associate. Be the first to apply!
Related searches
- operations management specialist Warwick, RI
- people operations specialist Warwick, RI
- operations associate Warwick, RI
- people & operations coordinator Warwick, RI
- bank operations specialist Warwick, RI
- aviation operations specialist Warwick, RI
- operations specialist Warwick, RI
- operations consultant Warwick, RI
- it operations coordinator Warwick, RI
- recruiting operations associate Warwick, RI