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Wealth Operations Manager at OneDigital - ApplyBlast

Wealth Operations Manager

OneDigital

4 months ago

3.1 on Glassdoor

Melville, NY

Onsite

Full Time

Senior

0 applicants

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About this role

This role ensures smooth back-office operations for wealth management and financial planning by processing client transactions and maintaining accurate records. Acting as a crucial link between internal teams, custodians, and clients, the candidate will handle fund transfers, prepare account documentation, and support advisors with material preparation.

Responsibilities

Process client transactions and resolve discrepancies with custodians
Prepare and review paperwork for account openings and transfers
Execute fund transfers, wire requests, and financial transactions
Maintain accurate client records and data in the CRM system
Assist advisors with preparing materials for client meetings

Skills

Qualifications

Bachelors 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.