Wealth Operations Associate: Data, Custodial & Reporting
Colonial Group
Highland is a rapidly growing wealth management firm that helps clients align money with life goals. The Operations Associate supports custodial administration, trading support, account maintenance, data integrity, and reporting, working closely with the Operations team to serve clients accurately and efficiently. The role suits detail-oriented individuals who thrive with systems and data, enjoy problem solving, and want to develop deep expertise in wealth operations while upholding Highland's #J-18808-Ljbffr Colonial Group
$30 - $40 per hour
...Highland is a rapidly growing wealth management company that... ...the joy of thriving. The Operations Associate is responsible for... ...is primarily focused on custodial administration, trading support... ..., account maintenance, data integrity, reporting, and other recurring operational...DataHourly payPermanent employmentContract workWork at officeLocal area$70k - $140k
...banking, securities, wealth management and... ...ABOUT THE TEAMThe operations department consists... ...Reconciliation Operations Associate is responsible for... ...and third-party reporting and other duties... ...against custody statements/downloads... ...100,000+ rows of data. Must be an expert...DataTemporary workWork experience placementWork at officeLocal areaRemote workWorldwideShift work3 days per week$80k - $100k
...Job Type: Full-time Reports to : Director of Client Service Operations Salary Range: $80,... ...0 The Operations Associate, Client Service... ...understanding of wealth management operations... ..., how client data flows through our... ...materials, supporting custodial and CS workflow migrations...DataFull timeInternshipH1bWork at office$75k - $110k
...a rapidly growing regional wealth manager with offices in Bellevue... ...wealth. The Portfolio Operations Associate plays a key role in Evergreen... ...requirements. This position reports to the Head Trader /... ...Black Diamond, or similar) and custodial trading platforms (e.g., Schwab...SuggestedWork at office$28 - $32 per hour
...Job Summary: The Service Operations Associate I is a critical operational... ...movement, account maintenance, and custodial interactions. This role... ...Relationship Managers and Wealth Advisors to support client... ...Improvement Identify and report operational inefficiencies...SuggestedFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$90k - $105k
...Operations Associate The Operations Associate role will report to the Director Operations supporting the operations group in... ...Primary Responsibilities Data integrity functions (beginning... ...of assets between the OMS and custodial platforms Run beginning of day...DataOdd jobWork experience placementInternshipWork at officeLocal areaFlexible hours$116.04k - $209.28k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our... ...leaders in making strategic and operational decisions through advanced data analysis techniques. It primarily involves generating analysis, reporting, and recommendations using statistics...DataFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and supporting the salesfloor. Reporting to the Assistant Store Leader, you’ll ensure timely customer... ...skills, telephone presence, data entry skills Ability to work in a...DataWork at officeFlexible hours
$85.9k - $146.9k
...Finance Manager to join the North America (NA) Operations Financial Planning & Analysis (FP&A) Outbound Consolidation Reporting team.The Finance Manager on the NA Operations... ...of building financial and operational reports/data sets that inform business decision-making experience...DataFlexible hours- MeeBoss is looking for a Product Operations Associate to join our Product Team. This role focuses on... ...prioritize and follow up on customer-reported issues. Improve processes for product launches... ...conversations, support requests, usage data, and other customer-facing teams....Data
- ...Description Job Description IT Operations Specialist Greater Seattle... ...: Our client is a growing wealth management firm serving UHNW... ..., integrations, compliance reporting, and emerging AI initiatives.... ...optimization. Support data synchronization, reporting, and...DataWork at office
$35 - $40 per hour
Overview Job Title: Merchant Operations Associate Position Type: Contract Location: Los Angeles (Culver... ...materials, and draft corrective action reports. Assist in key merchant strategic... ...tasks, independently handle items based on data, such as priority SKU submissions and...DataContract workWork experience placement$70k - $140k
...range of investment banking, securities, wealth management and investment management... ...remaining days of the week.ABOUT THE TEAMThe Data Operations team is responsible for ensuring data... ....ABOUT THE ROLEThe Operations Senior Associate will be responsible for working within...DataTemporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...Operations Associate Flexport's Global Operations team is the front line team responsible for successfully managing our Customer's supply chains... ...partners. Flexport Global Operations raises the bar by using data to manage our customer's supply chains and identifies...DataImmediate startRelocationFlexible hours
$65k - $70k
...resources, support and industry data to provide exceptional... ...work in Admiral's Underwriting Operations department. The Company is... ...Responsibilities The Operations Associate supports underwriting... ...initiatives. Use systems, reporting, and operational tools to monitor...DataFull timeWork at office- ...C&B Operations AssociateWe inspire purpose-filled living that brings... ...With a team of more than 8,000 associates spanning 130 store and... ...and supporting the salesfloor. Reporting to the Assistant Store Leader... ...skills, telephone presence, data entry skillsAbility to work in...DataWork at officeLocal areaFlexible hours
- ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Operations Assistant in Seattle to oversee client service operations and support branch... ...communication, multitasking, and a client-first approach in a wealth management setting. The position requires a high school diploma...
$21.58 - $29.1 per hour
...Business Operations AssociateAs a Business Operations Associate, you will be the backbone of our store operations, ensuring... ...clerical duties such as filing, data entry, and reconciliation of... ...data accurately for compliance and reporting.Strong organizational and multitasking...DataHourly payPart timeWork at officeNight shift- ...Description: Pathstone is a growing wealth management firm serving ultra... ...to lead and transform our IT operations as we separate the IT... ..., and continuous improvement.Reporting to executive leadership, this... ...Azure, IaaS/PaaS), on-premises data center resources, and...DataWork at officeFlexible hours
- ...Management, seeks a SMA Reconciliation Operations Associate to ensure timely portfolio reconciliation... ...also covers client and third-party reporting and documenting processes. The ideal candidate... ...deadlines, and comfortable with large data sets in Excel. Hybrid schedule with...DataWork at office3 days per week
- ...Kirkland, WA seeks an HR Coordinator to support onboarding, I-9 verification, offboarding, benefits administration, and HR reporting. The role ensures data accuracy, maintains employee records, and provides responsive HR support to managers and staff. Responsibilities...Data
$20.29 - $22.29 per hour
...and putting it into practice in life. OVERVIEW The Operations Associate is critical in the store team and is responsible for driving... ...visual standards for the sales floor Work closely with reporting, budgets, expenses, inventory control, supplies, vendor relationships...Full timePart timeWork experience placementLocal areaShift workWeekend work- First National Bank of Bellevue in Bellevue, WA is seeking a Loan Administrator to support operational loan servicing, balancing, and reporting across multiple loan products. The role emphasizes accuracy, adherence to deadlines, and collaboration with lending teams to...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- ...processing and auditing of paperwork associated with sales, and providing... ...purchases including daily reporting, records management,... ...the sale. Mentor new Business Operations Associates, as well as train... ...of dealer plates, effective data entry in Microsoft applications...DataWork at officeFlexible hoursNight shift
- ...status quo and help transform the finance industry together.The Wealth & Asset Management Solutions (WAMS) team, part of Wealth &... ...and other educational programs.Use Salesforce, Tableau and other reporting tools to manage opportunities, prioritize outreach and analyze...Full timeRemote work
- ...Administrative Support professional to manage delivery station operations across the US. This role focuses on servicing hub... ...two shifts; responsibilities include tracking delays, reporting issues, and maintaining data accuracy to ensure quality service. #J-18808-Ljbffr...DataDay shift
- ...GENERAL SUMMARY The Bay Club Operations Associate is an exciting opportunity to gain experience across multiple areas of Club operations... ...fitness equipment. Monitor fitness floor conditions and report equipment issues or safety concerns. Ensure equipment, accessories...Flexible hoursDay shiftAfternoon shift
$24 - $26 per hour
Administrative & Workplace Operations Coordinator Redmond, WA About Blueprint Blueprint is a... ...strategy and execution across AI, cloud, data, product development, and emerging technology... .... Review and facilitate expense report approvals in accordance with company policies...DataTemporary workWork at officeRemote workRelocationMonday to FridayFlexible hours3 days per week$55k - $65k
Overview The Billing & Reporting Specialist is... ...billing and financial data are accurate and compliant... ...Collaborate with finance, operations, and advisory teams to... ...skills. Seniority level Associate Employment type Full-... ...and Finance #J-18808-Ljbffr Apella WealthDataFull timeContract work
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