Wealth Operations

We are looking for an Operations Processor to support wealth operations activities for a Long-term Contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards.

Responsibilities:
• Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly.
• Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements.
• Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance.
• Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays.
• Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes.
• Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions.
• Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion.
• Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts.
• Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.

Qualifications:

• 1–3 years of experience in financial services operations, wealth management, brokerage operations, banking operations, or a closely related environment.
• Demonstrated attention to detail with the ability to manage documentation and transaction processing accurately.
• Strong organizational skills and the ability to balance multiple assignments and deadlines effectively.
• Clear written and verbal communication skills for collaborating with internal teams and external partners.
• Proficiency in Microsoft Office applications, especially Excel.
• Ability to work independently while contributing effectively in a team-oriented setting.
• Familiarity with account resolution, accounts payable processes, risk management, and wealth management operations is preferred.
• Experience with Salesforce tools, including platform usage, administration, or query-based data work, is a plus.

Compensation

$21.85-$25.30 Hourly

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