SDL Search Partners | Operations Associate | boston, ma

1 week ago


boston, United States SDL Search Partners Full time

Greater Boston based Wealth Management firm is seeking a Operations Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business.

If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here

Compensation / Benefits:

  • Above market base pay
  • + strong bonus
  • + profit sharing
  • + hybrid work environment
  • + top company
  • + opportunities for growth and professional development
  • + great benefits and perks

Responsibilities:

  • Work directly with the clients on Financial Planning as well as cash flow planning for retirement
  • Assist clients with their accounts, including maintenance and creation of new accounts
  • Manage and validate accounts transfers
  • Assist with any distributions / checks / wire transfers
  • Assist with file coordination for quarterly administrative and investment reviews
  • Ad hoc projects when required

Qualifications:

  • 1-3 years of experience in Financial Services Client Service, or Wealth Management as either a CSA / comparable role
  • Experience with Word / Excel / PowerPoint
  • Ability to work in an entrepreneurial atmosphere
  • Ability to communicate effectively and to establish relationships



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