Operations Analyst, Wealth Management [AQ-21009]

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

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 and safeguarding client interests.

About Our Client Partner

Our client partner 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 steadfast commitment to safeguarding their clients’ interests and assets. Joining this team means contributing to a mission-critical function that underpins the trust and reliability their customers depend on.

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, playing a key part in the continued success and integrity of their offerings.

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.

Nice-to-Have Qualifications

• 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.
• We also offer free online training through Aquent Gymnasium.

More information on our awesome benefits!

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.