Operations Analyst, Wealth Management

Skill; Lone Tree (CO); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Subsidized health insurance

Vision and dental plans

Retirement plan with match

Paid sick leave

Job summary

Aquent Talent is partnering with a leading financial services client in Lone Tree, CO to support operational workflows and data integrity within wealth and advisory product areas.

The role emphasizes meticulous data management, accuracy, and adherence to established guidelines in a dynamic environment. Join a reputable firm that values precision and reliable processes.

Qualifications

• Experience in data management ensuring accuracy and integrity.
• Proficiency with Microsoft Office for various tasks.
• Exceptional attention to detail and strong analytical capabilities.
• Self-motivated with ability to take initiative.
• Ability to follow established guidelines and work independently.
• Experience thriving in a fast-paced environment.

Responsibilities

• Execute daily operational workflows including data entry, recordkeeping, and validation.
• Monitor daily activities and metrics; prepare reports for senior management.
• Perform daily reconciliations of operational workflows for accuracy.
• Contribute to essential business operations as directed by leadership.

Skills

Data management

MS Office Suite

Attention to detail

Self-starter

Adaptability

Following guidance

Tools

Microsoft Office

Job description

Are you a meticulous and analytical professional ready to make a significant impact within a leading financial services organization? Aquent is partnering with an industry-leading client to find a dedicated professional who will be instrumental in ensuring the seamless and compliant operation of critical business workflows, directly supporting the integrity of their product offerings.

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.