SDL Search Partners | Operations Associate | boston, ma
1 week ago
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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