Operations Associate - Wealth Management & Client Services

Manchester Capital Management LLC; Manchester (VT); On-site; USD 45,000 - 55,000; Full time

Job summary

Manchester Capital Management LLC in Manchester, VT is seeking an Operations Associate to support Wealth Managers and clients. You will help prepare account paperwork, process money movements, and assist in tax and reporting activities to ensure accurate, timely service.

The role involves coordinating with custodians, CPAs, and tech providers, and requires strong Excel and accounting skills plus attention to detail. A proactive, communicative team player is essential.

Qualifications

• Previous RIA/client service experience.
• Working knowledge of investment operations (2+ years).
• Familiarity with portfolio accounting, performance reporting, trading, and CRM systems.
• Advanced Microsoft Excel skills.
• Basic accounting skills.
• Understanding of cost basis/tax lot accounting.
• Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments).
• A strong analytical mind, attention to detail, and a desire to learn and grow.
• Positive attitude and willingness to accept change.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information.
• Prepare client account paperwork and coordinate signatures.
• Process money movements (checks, journals, wires, account transfers).
• Process quarterly estimated tax payments, annual RMDs and gifting securities.
• Prepare materials for client review meetings.
• Prepare tax packets for and coordinate with CPAs.
• Support quarterly performance reporting process.
• Support daily trade blotter process.
• Monitor incoming communications for necessary actions (capital calls, custodian alerts).
• Deposit client funds and maintain checks and securities receipt log.
• Provide back up support in absence of other associates.
• Support various audits and projects as necessary.

Skills

RIA experience

Client service

Investment operations

Portfolio accounting

Performance reporting

CRM systems

Excel advanced

Basic accounting

Tax lot accounting

Investment vehicles

Analytical mindset

Communication skills

Tools

CRM systems

Portfolio accounting software

Performance reporting software

Trading systems

Job description

Manchester Capital Management LLC in Manchester, VT is seeking an Operations Associate to support Wealth Managers and clients. You will help prepare account paperwork, process money movements, and assist in tax and reporting activities to ensure accurate, timely service.

The role involves coordinating with custodians, CPAs, and tech providers, and requires strong Excel and accounting skills plus attention to detail. A proactive, communicative team player is essential.