Wealth Management Operations Associate

BNY; Pittsburgh (Allegheny County); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY is seeking an Operations Processing Associate to support back-office teams across Investment Management, Banking, Fiduciary and Loan products. The role focuses on account processing, closures, transfers, and fiduciary administration.

Based in Pittsburgh, PA, the position starts onsite and transitions to hybrid after 2–3 months. Working hours are 8:30 AM – 5:00 PM ET, offering exposure to wealth management operations within a regulated financial services environment.

Qualifications

• 1–2+ years in data entry, banking, or back-office operations (internship experience acceptable).
• Strong attention to detail with ability to process critical data accurately and timely.
• Excellent written and verbal communication skills.

Responsibilities

• Process account closures and transfers across internal platforms.
• Support fiduciary accounts and lifecycle events.
• Input and review client data across systems with quality checks.
• Perform document scanning, filing, and records management.
• Process mail, checks, and related communications.
• Assist with cash activities, securities processing, fees, tax docs, and reconciliations.
• Use Trust 3000 (SEI) and Microsoft Office for workflows.
• Collaborate with brokers and ops teams to resolve issues.

Skills

Attention to detail

Communication skills

MS Office

Organizational skills

Deadline-driven

Independent worker

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Trust 3000 (SEI)

MS Office Suite

Job description

BNY is seeking an Operations Processing Associate to support back-office teams across Investment Management, Banking, Fiduciary and Loan products. The role focuses on account processing, closures, transfers, and fiduciary administration.

Based in Pittsburgh, PA, the position starts onsite and transitions to hybrid after 2–3 months. Working hours are 8:30 AM – 5:00 PM ET, offering exposure to wealth management operations within a regulated financial services environment.