Wealth Operations Specialist

2 weeks ago

Madison, United States Johnson Financial Group LLC Full time

Overview:

The Wealth Operations Specialist is a senior member of the Wealth Operations team with extensive application knowledge and industry expertise. The primary responsibility of a Wealth Operations Specialist is to support Wealth accounting systems and applications, while striving for operational excellence and an improved customer experience. This role may include responsibility for application upgrades, management reporting projects, compliance filings, the oversight of tax-related filings and trade activity monitoring.

Hybrid work schedule - 3 days in office, 2 days remote

Key Responsibilities

  • Prepare daily, monthly, quarterly and annual reports accurately within established timelines.
  • Accurately process daily transactions and monitor accounts.
  • Reconcile and balance cash on a daily basis.
  • Reconcile account information across multiple applications and sources.
  • Support front end office users.
  • Calculate, collect and reconcile fees.
  • Plan and implement application updates and upgrades as assigned.
  • Prepare regulatory filings as assigned. Must stay current on regulatory changes and put into practice within established timeframes.
  • Special projects as assigned. Independently handle a wide variety of situations and assignments that are non-routine.
  • Create, document and implement department workflows and procedures as assigned. Workflows must address efficiency, operational excellence and the client experience.
  • Train new Wealth associates on Wealth applications as assigned utilizing various types of training formats.
  • Oversee tax reporting and filings as assigned, while meeting all government imposed deadlines.
  • Accurately set up and maintain asset and account coding in all Wealth applications.
  • Oversee the setup and maintenance of the Wealth client portal.
  • Oversee the setup of new accounts and the free asset movement process as assigned.
  • Monitor daily trade activity to ensure accurate and timely settlement of trades.

Required Experience

  • Bachelors degree in accounting, finance, information systems or relevant area preferred; experience will be considered in lieu of education.
  • Minimum one year of experience in Wealth Operations area.
  • Position requires solid analytical, technical and financial skills. Experience in data base management and system technology is preferred.
  • Proven leadership; ability to communicate effectively at all levels and develop rapport and relationships across the enterprise.
  • Must maintain current knowledge of industry specific regulations.
  • Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.

  • Director of Operations

    3 weeks ago

    Madison, United States Common Wealth Development Full time

    Looking for the opportunity join a team of dedicated community development professionals? Are you looking to be part of a dynamic leadership team working to support upstream violence prevention efforts in Madison and Dane County? Do you thrive in a fast-paced environment, supporting professionals and community members as they navigate complex challenges? ...

  • Private Investment Operations Associate

    7 days ago

    Madison, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Administrative Assistant

    2 weeks ago

    Madison, United States Mariner Wealth Advisors Full time

    Overview: If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work...

  • Associate Advisor, Wealth Management

    1 month ago

    Madison, United States Choreo Full time

    At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...

  • Associate Advisor, Wealth Management

    5 days ago

    Madison, United States Choreo Full time

    Job DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...

  • Billing & Reporting Associate - Wealth Advisory - Madison, WI or Minneapolis, MN

    6 days ago

    Madison, Wisconsin, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Billing & Reporting Associate - Wealth Advisory - Madison, WI or Minneapolis, MN

    6 days ago

    Madison, Wisconsin, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Billing & Reporting Associate - Wealth Advisory - Madison, WI or Minneapolis, MN

    5 days ago

    Madison, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Client Services Associate

    6 days ago

    Madison, United States Premier Path Wealth Partners Full time

    About the job The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA will also support other aspects of the business, which may include operations,...

  • Admissions Operations Specialist

    1 week ago

    Madison, United States Drew University Full time

    Job DescriptionJob DescriptionDrew University is seeking an Admissions Operations Specialist in the Department of Enrollment Management. This is a 12-month full-time (35 hours per week) non-exemptposition reporting to the Director of Enrollment Management Systems. The Admissions Operations Specialist is a critical position responsible for ensuring the timely...

  • Admissions Operations Specialist

    1 month ago

    Madison, United States Drew University Full time

    Job DescriptionJob DescriptionDrew University is seeking an Admissions Operations Specialist in the Department of Enrollment Management. This is a 12-month full-time (35 hours per week) non-exemptposition reporting to the Director of Enrollment Management Systems. The Admissions Operations Specialist is a critical position responsible for ensuring the timely...

  • Client Services Associate

    6 days ago

    Madison, United States Premier Path Wealth Partners Full time

    About the jobThe Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA will also support other aspects of the business, which may include operations,...

  • Customer Experience Specialist

    2 weeks ago

    Madison, United States 360boothmke Full time

    Customer Experience Specialist | 360BOOTHMKE Customer Experience Specialist Sales Job Description We're seeking a talented and outgoing individual to join our team as a Customer Experience Specialist. As a Customer Experience Specialist and Photo Booth operator, you'll be responsible for setting up and operating our photo booth at events, capturing memories...

  • Compliance Specialist

    2 weeks ago

    Madison, United States Oakbrook Corporation Full time

    Exciting Opportunity at Oakbrook Corporation for a Compliance Specialist! Join our team and contribute to upholding our core value of integrity by ensuring our operations are in compliance with regulations and company policies. As a Compliance Specialist, you will have the chance to showcase your problem-solving skills and attention to detail while also...

  • Compliance Specialist

    2 weeks ago

    Madison, United States Oakbrook Corporation Full time

    Job DescriptionJob DescriptionExciting Opportunity at Oakbrook Corporation for a Compliance Specialist! Join our team and contribute to upholding our core value of integrity by ensuring our operations are in compliance with regulations and company policies. As a Compliance Specialist, you will have the chance to showcase your problem-solving skills and...

  • Deposit Operations Associate

    3 weeks ago

    Madison, United States First Business Financial Services, Inc. Full time

    Join us today as a Deposit Operations Specialist - Hybrid! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide...

  • Deposit Operations Associate

    3 days ago

    Madison, United States First Business Bank Full time

    Description Position at First Business Bank Join us today as a Deposit Operations Specialist - Hybrid! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result...

  • Deposit Operations Associate

    1 month ago

    Madison, United States First Business Bank Full time

    Description Position at First Business Bank Join us today as a Deposit Operations Specialist - Hybrid! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The...

  • Clinical Surgery Specialist

    6 days ago

    Madison, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionBlue chip medical device manufacturer is looking to fill a "clinical specialist" position. Extensive healthcare and retirement benefits packages. Company will pay for your car, gas, expenses, cell phone, laptop, etc. Superior leadership and extensive support products. Continuous pipeline of new products. Strong name recognition...

  • Deposit Operations Associate

    5 days ago

    Madison, United States First Business Bank Full time

    Description Position at First Business Bank Join us today as a Deposit Operations Specialist - Hybrid! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is...