Operations Associate - Wealth Management
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
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A successful niche wealth manager is looking for a talented person to join their collegiate investment operations team.
The team you will be joining is responsible for post-trade activity. This includes trade reconciliation, corporate actions, custodian management and client reporting.
We are looking for someone who has the following:-
- Exceptional attention to detail with the ability to work in a regulated environment and follow processes.
- Proven experience in interpreting and working with financial data including good Excel skills.
- The ability to learn new concepts quickly and thoroughly.
- Team-player
This is an excellent opportunity for someone who wants to forge a career in operations within a company that has a proven track record in managing their clients' wealth.
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Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Operations Associate - Wealth Management • Delectus Partners
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