Wealth Management Operations Analyst — Data Integrity

Aquent; Boncarbo (CO); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Subsidized health plan

Vision plan

Dental plan

Paid sick leave

Retirement plan with match

Free online training (Aquent Gymnasium

Job summary

Aquent is partnering with a leading financial services client to support the integrity of product offerings and safeguard client interests. The role focuses on maintaining accuracy and compliance within critical business processes to ensure smooth and reliable operations.

You will execute daily operational workflows, monitor metrics, and perform reconciliations while contributing to a fast-paced environment that underpins the trust customers place in the firm's wealth and advisory services.

Qualifications

• Proven experience with data management and data accuracy.
• Strong attention to detail and analytical mindset.
• Self-starter with initiative and ability to work independently.
• Comfortable following established guidelines and processes.
• Experience thriving in a fast-paced environment.

Responsibilities

• Execute daily operational workflows including data entry, recordkeeping, and validation processes.
• Monitor and track daily activities and metrics; prepare reports for senior management.
• Perform daily reconciliations of operational workflows for accuracy and consistency.
• Undertake additional business operational tasks as directed by senior leadership.

Skills

Data management

Attention to detail

Analytical skills

Self-starter

Independent work

Ability to follow directions

Tools

Microsoft Office Suite

Job description

Aquent is partnering with a leading financial services client to support the integrity of product offerings and safeguard client interests. The role focuses on maintaining accuracy and compliance within critical business processes to ensure smooth and reliable operations.

You will execute daily operational workflows, monitor metrics, and perform reconciliations while contributing to a fast-paced environment that underpins the trust customers place in the firm's wealth and advisory services.