Wealth Management Operations Specialist
About The Position
Under general supervision of the SVP, Wealth Operations Manager, the Operations Specialist is responsible for supportint Wealth Advisors with onboarding, ongoing maintenance, and closing of accounts. This role ensures accurate data collection, asset movement, regulatory documentation, and operational integrity of daily tasks. The Operations Specialist will be cross trained to assume the responsibilities of the SVP, Wealth Operations Manager in their absence, as well as provide additional coverage for Trust Administration functions. This role requires the ability to work both independently and within a team environment, across multiple stakeholders both internally and externally. This role is primarily in office, with the opportunity for a hybrid schedule after 90 days.
Requirements
- Exceptional attention to detail and accuracy along with time management skills is essential.
- Must possess the ability to prioritize multiple tasks in a fast paced, often changing environment.
- Outstanding oral and written communication skills are essential as is solid proficiency in Microsoft Office products, including Word, Excel, PowerPoint and Copilot.
Nice To Haves
- Associate’s Degree in Business, Finance or related field. Relevant experience may be considered in lieu of educational requirements
- Minimum of 5-7 years in an operational capacity, with expertise in CRM system management, workflow development and implementation, and vendor relations.
Responsibilities
- Model behaviors consistent with A+ Merits to foster an effective culture.
- Responsible for timely and accurate client onboarding.
- Responsible for preparing necessary documents for both Trust Investment Committee and Trust Administrative Committee meetings, including proper documentation, minute taking and follow-through for board reporting.
- Collaborate with departments and external partners to ensure efficient trust operations.
- Adheres to the NHMB Values: A+ Merits - Accountability, Mutuality, Excellence, Respect, Integrity, Teamwork and Stewardship.
- Facilitates onboarding of new trust clients, including collection, verification, and accurate entry of all required documentation into the trust core system.
- Coordinate securities and cash transactions, including trade release files with multiple vendors.
- Maintain the accuracy and integrity of data within core systems through ongoing review and regular reconciliations, including but not limited to fee accuracy, client data and workflow processing
- Generate financial, operational, and compliance reports as required.
- Act as a liaison between the Middle Office, Custodian, and Trust Accounting teams to ensure seamless operations and issue resolution.
- Responsible for Vendor Management Program for NHTrust.
- Acts as subject matter expert of the CRM system.
- Responsible for managing and resolving client calls that require escalation support.
- Assumes additional responsibilities as requested.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
