Operations Analyst: Precision in Wealth Ops & Compliance

Aquent; Boncarbo (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision plan

Dental plan

Retirement plan with company match

Free online training (Aquent Gymnasium

Job summary

Aquent partners with a leading financial services client to uphold data integrity and regulatory compliance across essential workflows, supporting wealth-management product offerings and safeguarding client interests.

You’ll contribute to the operational backbone by handling daily data entry, reconciliations, and thorough review processes in a fast-paced environment, ensuring accuracy and reliability of critical processes.

Qualifications

• Experience with data management, data accuracy, and reconciliations.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) for operational tasks.
• Strong attention to detail and analytical capabilities.

Responsibilities

• Execute daily operational workflows with precise data entry and recordkeeping.
• Monitor daily activities and metrics; prepare reports for senior management.
• Perform daily reconciliations of operational workflows to ensure accuracy.
• Undertake essential business operational tasks as directed by leadership.

Skills

Data management

MS Office

Attention to detail

Analytical thinking

Independent starter

Tools

Excel

Word

Outlook

Job description

Aquent partners with a leading financial services client to uphold data integrity and regulatory compliance across essential workflows, supporting wealth-management product offerings and safeguarding client interests.

You’ll contribute to the operational backbone by handling daily data entry, reconciliations, and thorough review processes in a fast-paced environment, ensuring accuracy and reliability of critical processes.