Wealth Operations Manager - Hybrid (Huntersville, NC)
OneDigital(29 days ago)
About this role
This role supports back-office operations for a wealth management and financial planning team, ensuring efficient and accurate client service and account administration. The position focuses on maintaining custodial relationships, managing account paperwork and transactions, and supporting advisors to deliver a seamless client experience.
Required Skills
- Custodian Relations
- Transaction Processing
- Account Maintenance
- Regulatory Compliance
- Fund Transfers
- CRM
- Microsoft Office
- Reporting
- Communication
- Administrative Support
Qualifications
- Bachelor's Degree in Business, Economics, Finance or Related Field
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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