Wealth Management Operations Specialist
GDH
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Job Details
Skills
Summary
Role Summary
This role is a mid-level position within the wealth management operations team, focusing on supporting client account processing and client services. The specialist will handle account openings and closures, cash receipt and disbursement, fee calculations, and monitoring. The position requires collaboration with internal teams, external custodians, clients, and vendors to ensure accurate documentation and smooth transaction processing.
Responsibilities
- Open and close client accounts, ensuring all documentation requirements are met.
- Process cash receipts, disbursements, and income/expenses accurately.
- Calculate, process, and monitor client account fees and charges.
- Coordinate with line of business team members, external custodians, clients, and vendors to obtain necessary documentation.
- Support daily processing and resolve related issues promptly, providing excellent customer service.
- Work directly with team members on support for Trust account processing and inquiries.
- Identify and recommend solutions for exception processing to improve efficiency.
- Serve as a backup for other operational tasks within the wealth management group.
- Proactively collaborate with team members to improve workflows and resolve complex issues.
- Perform additional duties as assigned to support team objectives.
Qualifications
- An Associate''s Degree in a business-related field or equivalent experience.
- Minimum of 3 years of experience working in the securities or wealth management industry.
- Strong attention to detail and excellent organizational skills.
- Effective written and verbal communication skills.
- Ability to manage multiple tasks across different stages of completion.
- Proficiency in using financial processing software and tools.
- Demonstrated ability to work independently and as part of a team.
- Experience with account management, cash processing, and fee monitoring preferred.
- Availability to work on-site in Tulsa, OK.
Publishing Pay Range: $28.00 - $31.64 hourly
This position is based in office and requires employee to work on-site.
- Dice Id: 10112156
- Position Id: 112413
- Posted 1 day ago
Company Info
GDH is a technology workforce solutions provider committed to always giving and delivering more. Better talent. More client and consultant support. Greater service. World-class outcomes. Providing technology staffing, project solutions, and recruitment process outsourcing (RPO), we will be able to deepen our understanding of your business challenges, stay up to date with industry trends, and enhance our ability to create custom solutions to help achieve your business outcomes. We have established ourselves as a trusted partner to countless businesses operating in the communications sector. Our primary goal is to source and recruit the most talented professionals, assemble teams of skilled specialists, create innovative recruitment and professional services strategies that drive growth and foster innovation.
GDH Benefits
GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee's life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more! For more detailed information on benefits, please go to GDH’s website under the tab for candidates.
GDH provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran's status or any other category protected by law. In addition to federal law requirements, GDH Consulting, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities and/or employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits and training. Applicants with disabilities that require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.
Please visit GDH's website for notice of collection for California applicants.
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