Bilingual Operations Analyst – Wealth Management

Ascendo Resources; Town of Florida (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A growing wealth management firm in New York is seeking an entry-level Operations Analyst. This role focuses on supporting technology and operational initiatives, requiring bilingual proficiency in Spanish and English. Responsibilities include data migration, trade reconciliation, and utilizing advanced Excel skills. Competitive salary with opportunities for growth in a supportive team environment.

Qualifications

• Bilingual proficiency in Spanish and English is required.
• Strong technical skills focusing on automation and system integration.
• Exceptional proficiency with Microsoft Excel required.

Responsibilities

• Apply programming knowledge to create scalable data workflows.
• Assist with data migration between platforms.
• Support daily operations including trade reconciliation.

Skills

Bilingual proficiency in Spanish and English

Strong computer skills and technical acumen

Exceptional proficiency with Microsoft Excel

Knowledge of Investments

Education

Bachelor's degree in Finance, Accounting, or Computer Science

Tools

Microsoft Excel

Job description

A growing wealth management firm in New York is seeking an entry-level Operations Analyst. This role focuses on supporting technology and operational initiatives, requiring bilingual proficiency in Spanish and English. Responsibilities include data migration, trade reconciliation, and utilizing advanced Excel skills. Competitive salary with opportunities for growth in a supportive team environment.