Trust Operations Analyst

Maximus Partners, LLC; King of Prussia (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

Maximus Partners, LLC in King of Prussia is seeking an Investment Operations Analyst to support client service and operational functions. You will collaborate with advisors, portfolio managers, and vendors to ensure seamless account administration, onboarding, reporting, and custodian relationship management.

The role requires detail orientation, proactivity, and a focus on delivering an exceptional client experience, with 5+ years in financial services and strong money movement knowledge.

Qualifications

• 5+ years of experience in financial services, wealth management, investment operations, or brokerage operations.
• Strong understanding of money movement processes, account transfers, and investment operations workflows.
• Experience working with custodians and investment account platforms.
• Excellent communication and relationship management skills.
• Strong attention to detail and organizational skills.

Responsibilities

• Support the administration and maintenance of investment accounts
• Coordinate client onboarding activities, ensuring documentation and compliance requirements are completed accurately
• Process and monitor money movement requests, including transfers, distributions, and account funding activities
• Maintain accurate client and account data across internal systems
• Prepare reports and operational documentation for management and advisory teams
• Manage relationships with custodians and third-party service providers
• Partner closely with advisory teams to improve workflows and enhance efficiencies
• Assist with special projects and process improvement initiatives as needed

Skills

Communication skills

Relationship management

Attention to detail

Organizational skills

Financial services knowledge

Job description

I'm partnering with a highly respected wealth management and advisory firm in King of Prussia that is seeking an Investment Operations Analyst to join its growing team. Recognized as a Best Place to Work, the firm is known for its collaborative culture, exceptional leadership, and commitment to employee development. With impressive retention and a best-in-class office environment, this organization offers a unique opportunity to build a long-term career within a highly regarded firm.

About the Role

The Investment Operations Analyst will play a critical role in supporting the firm's client service and operational functions. This position will work closely with advisors, portfolio management professionals, and vendors to ensure seamless account administration, client onboarding, reporting, and custodian relationship management. The ideal candidate is detail-oriented, proactive, and passionate about delivering an exceptional client experience.

Responsibilities

• Support the administration and maintenance of investment accounts
• Coordinate client onboarding activities, ensuring all documentation and compliance requirements are completed accurately
• Process and monitor money movement requests, including transfers, distributions, and account funding activities
• Maintain accurate client and account data across internal systems
• Prepare reports and operational documentation for management and advisory teams
• Manage relationships with custodians and third-party service providers
• Partner closely with advisory teams to improve workflows and enhance efficiencies
• Assist with special projects and process improvement initiatives as needed

Qualifications

• 5+ years of experience in financial services, wealth management, investment operations, or brokerage operations
• Strong understanding of money movement processes, account transfers, and investment operations workflows
• Experience working with custodians and investment account platforms
• Excellent communication and relationship management skills
• Strong attention to detail and organizational skills

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