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Wealth Operations Manager at OneDigital - ApplyBlast

Wealth Operations Manager

OneDigital

4 months ago

3.1 on Glassdoor

New York, NY

Onsite

Full Time

Senior

0 applicants

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About this role

This role is vital in ensuring smooth back-office operations, driving the efficiency and accuracy of client service for the wealth management and financial planning team. The ideal candidate ensures the seamless delivery of client experiences by managing transactions, maintaining accurate records, and assisting advisors with various administrative tasks.

Responsibilities

Collaborate with custodians and brokerage firms to process client transactions
Prepare and review necessary paperwork for client account updates
Execute fund transfers, wire requests, and other financial transactions
Maintain accurate records of custodial interactions and outstanding items
Assist advisors in preparing materials for client meetings and reports

Skills

Qualifications

Bachelor's Degree in Business, Economics, Finance, or Related Field

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.