Oakworth Capital Bank
Oakworth Capital Bank is seeking a Wealth Operations Coordinator to provide operational support for Wealth Management by coordinating account opening activities and maintaining operational processes. This role partners with Wealth Advisors and Client Support teams to ensure the timely and accurate completion of operational requests and client service needs. The position involves managing operational systems, processing transfers, and performing routine administrative responsibilities to support efficient operations.
We are reimagining how financial services are delivered by renewing the age-old art of personal service combined with the benefits of modern technology.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Oakworth Capital Bank.
Oakworth Capital Bank didn’t post a salary, so this is our estimate from similar listings.