Operations Analyst, Wealth Management

Aquent; Lone Tree (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision plan

Dental plans

Paid sick leave

Retirement plan with match

Job summary

Aquent Talent seeks a detail-oriented operations associate to support wealth and advice product areas. You’ll ensure data accuracy, maintain records, and assist with daily workflows in a fast-paced environment.

Proficiency in Microsoft Office and a proactive, independent work style are essential for ensuring efficient operations and reliable reporting to leadership.

Qualifications

• Experience in high-accuracy data handling and validation.
• Strong attention to detail and analytical mindset.
• Ability to take initiative and work independently in a fast-paced setting.

Responsibilities

• Execute daily operational workflows with precise data entry and recordkeeping.
• Review and validate processes to maintain accuracy and compliance.
• Monitor daily activities and compile reports for senior management.
• Perform reconciliations and support various business operations as needed.

Skills

Data management

Attention to detail

Analytical thinking

Self-starter

Independent worker

Fast-paced environment

Tools

Microsoft Office

Job description

About Our Client

Our client is a prominent leader in the financial services sector, dedicated to empowering individuals and institutions through robust and innovative wealth management solutions. They pride themselves on operational excellence and a commitment to safeguarding their clients’ interests and assets.

About the Role

Step into a vital role where your precision and analytical skills will directly contribute to the operational backbone of a dynamic product area focused on wealth and advice. You'll be at the forefront of maintaining accuracy and compliance within critical business processes, ensuring everything runs smoothly and effectively. This is an exciting opportunity to bring your keen eye for detail to a fast-paced environment and directly influence the efficiency and reliability of essential operations.

What You'll Do

• Execute daily operational workflows, including precise data entry, meticulous recordkeeping, and thorough review and validation processes.
• Monitor and track daily activities and key metrics, preparing regular reports for senior management.
• Perform daily reconciliations of operational workflows to ensure accuracy and consistency.
• Undertake various essential business operational tasks as directed by senior leadership.

What You'll Bring

• Proven experience in data management, ensuring accuracy and integrity.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) for various operational tasks.
• Exceptional attention to detail and strong analytical capabilities.
• A self-starter mentality with the ability to take initiative and manage tasks independently.
• Demonstrated ability to effectively take direction and work within established guidelines.
• Experience thriving in a fast-paced, dynamic work environment.

Bonus Points If You Have

• Previous experience within the financial or banking industry.

About Aquent Talent

Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match.

Aquent is an equal-opportunity employer.

We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.