Operations Specialist
J. MorrisseyWest Hartford, CT
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Job Description
Position: Financial Operations SpecialistLocation: West Hartford, CTIndustry: Financial Services / Wealth ManagementCompensation: $60,000$80,000 base salary commensurate with experience, plus discretionary bonus eligibility; full benefits package offered A well-established, boutique wealth management firm is seeking a Financial Operations Specialist to join their firm! Alongside an existing Operations team member and under a senior leader, this person will be provided with hands-on training and mentorship as the firm continues to grow. This position is ideal for a candidate with 2+ years of experience in financial services/wealth management who is detail oriented, collaborative, and values being part of a small team.Qualifications
- Bachelor's degree required - preferably in finance or a related field*
- 2+ years of experience in financial services / wealth management*
- Proficiency in Microsoft Excel and Financial software systems*
- Must be willing to undergo background and credit checks
- Perform daily data downloads and updates within portfolio management and related systems*
- Reconcile portfolio management system data against custodian records*
- Assist with trading activities using wealth management software*
- Conduct daily cost basis reconciliations*
- Support the monthly client billing process*
- Serve as a liaison to bookkeeping and accounting functions*
- Prepare monthly and quarterly operational and reporting packages*
- Assist leadership with compliance-related tasks and documentation*
- Manage relationships with software providers and vendors, including renewals and procurement tracking*
- Document, catalog, and improve routine office procedures and workflows*
- Provide operational support to the Advisory team as needed
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FAQs About Operations Specialist Jobs at J. Morrissey
What is the work location for this position at J. Morrissey?
This job at J. Morrissey is located in West Hartford, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at J. Morrissey?
Employer has not shared pay details for this role.
What employment applies to this position at J. Morrissey?
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