Bilingual Operations Analyst – Wealth Management

Ascendo Resources; Florida; 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

Sign in to set job alerts for “Director Wealth Management” roles.

5,000+ Director Wealth Management Jobs in United States

Director of Investments, Wealth Advisor – Houston, TX

New York City Metropolitan Area 1 month ago

Director of Investments & Wealth Planning

Director of Financial Planning and Servicing

Regional Director, Private Wealth Management - Central East

Wealth Advisory Regional Director - East Region (Orlando, Tampa or Atlanta office location)

Private Wealth Management Director of Investments

Wealth Advisory Regional Director - East Region (Orlando, Tampa or Atlanta office location)

Director of Portfolio and Wealth Advisory -Chicago

Director, Head of Investment Strategy, Wealth Advisory

Ascent Director of Investments - Minneapolis, MN

J.P. Morgan Wealth Management - Market Director of Wealth - Nebraska / Iowa Market

J.P. Morgan Wealth Managment - Market Director of Wealth, Chicago, IL