Wealth Management Operations Specialist

Midwest Startups; Maryland; On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Health stipend

Health benefits

Dental & Vision

401(k) with Profit Sharing

Paid time off

Company holidays

Hybrid potential

Career growth

Job summary

Maller Wealth Advisors in Hunt Valley, Maryland is hiring a Wealth Management Operations Specialist to join our growing team. You will work with advisors, clients, and the operations team to manage client requests and process account activity.

This role offers a path to increased responsibility within an established wealth management firm. The ideal candidate is detail-oriented, highly organized, and able to own processes from start to finish.

Qualifications

• Experience in wealth management or related financial services.
• Ability to process client requests accurately and on time.
• Strong attention to detail and reliability.
• Excellent organization and ability to handle multiple priorities.

Responsibilities

• Own client requests from start to finish.
• Open and maintain accounts; prepare documentation and submit applications.
• Process transfers, wires, deposits, distributions and other activity.
• Follow up with clients, advisors, custodians and partners to complete requests.
• Coordinate paperwork, signatures, and status updates while delivering high client service.
• Maintain accurate client records and follow-up tasks in systems.
• Investigate issues, identify next steps, communicate clearly and resolve.
• Collaborate with admin, advisory, investment, planning and compliance teams.

Skills

Wealth management experience

Client service oriented

Detail oriented

Organizational skills

Ownership mentality

Problem solving

Strong communication

Education

College degree preferred

Job description

Maller Wealth Advisorsis hiring a Wealth Management Operations Specialistto join our growing team inHunt Valley, Maryland.

If you have experience in wealth management, financial services, banking, investments, insurance, or a similar client-focused environment and are highly detail-oriented, organized, and dependable, this could be a great fit for you. You’ll thrive here if you like being busy, take ownership of your work, learn quickly, and take pride in making sure things get done—and get done right.

You’ll work closely with our advisors, operations team, and clients to process account activity, handle client requests, solve problems, and keep important work moving from start to finish.

WHAT WE OFFER.

• $55,000–$80,000 salary, based on experience and skills.
• Annual bonus opportunity of up to 10% of salary.
• $7,000 annual health insurance stipend.
• Health, dental, and vision benefits.
• 401(k) with Profit Sharing.
• PTO: 17 days per year for years 1–4, 18 days in year 5, and one additional day per year after that, up to 28 days annually at 15+ years of service.
• 10 paid company holidays each year.
• Full-time schedule, typically 8:00 a.m.–5:00 p.m.
• In-office position with the potential for a hybrid schedule in the future.
• Opportunity to learn, grow, and take on greater responsibility with an established wealth management firm.

WHAT YOUR DAYS LOOK LIKE.

• Own Client Requests. Take responsibility for requests from start to finish and make sure nothing falls through the cracks.
• Open & Maintain Accounts. Prepare documentation, submit account applications, monitor progress, and resolve outstanding requirements.
• Process Transactions. Accurately handle transfers, wires, deposits, distributions, contributions, and other account activity.
• Keep Things Moving. Follow up with clients, advisors, custodians, investment companies, and other partners to make sure requests get completed.
• Support Our Clients. Coordinate paperwork, signatures, account needs, and status updates while delivering a high level of client service.
• Stay Organized. Maintain accurate client records, documentation, activities, and follow-up tasks within our systems.
• Solve Problems. Investigate issues, identify what needs to happen next, communicate clearly, and help find the right solution.
• Work as a Team. Collaborate closely with our administrative, advisory, investment, financial planning, and compliance teams.

WHAT WE ARE LOOKING FOR.

• Experience in wealth management, financial services, banking, investments, insurance, client operations, or a related environment is preferred.
• Experience with client processing, account activity, administrative operations, or other detail-oriented work.
• Exceptional attention to detail and a commitment to getting things right.
• Strong organization and the ability to manage multiple priorities in a busy environment.
• A self-starter who takes ownership, follows through, and looks for what needs to be done.
• Strong problem-solving skills and sound judgment.
• A sense of urgency without sacrificing accuracy.
• Clear, confident, and professional communication with clients and coworkers.
• Calm and level-headed when handling problems or time-sensitive requests.
• Comfortable working independently while also being a strong team player.
• Coachable, willing to learn, and able to take feedback and learn from mistakes.
• Comfortable learning new technology, systems, and financial-services processes.
• A college degree is preferred, but not required. We value relevant experience, attention to detail, strong organizational skills, sound judgment, and the ability to learn and manage the day-to-day responsibilities of the role more than a specific field of study.

ABOUT MALLER WEALTH ADVISORS.

Maller Wealth Advisors is an independent wealth management firm in Hunt Valley, Maryland with approximately $2 billion in assets under management. We provide comprehensive financial planning and investment management to individuals, families, business owners, executives, and retirees.

We’ve built a collaborative, client-focused culture where people are trusted to take ownership, contribute to the team, and grow with the firm. Maller Wealth Advisors has been recognized as a Best Place to Work in Maryland, along with receiving a number of other industry and company awards over the years.

You can learn more about Maller Wealth Advisors and view our recent awards and recognition here: View Maller Wealth Advisors Awards & Recognition

Our administrative and operations team is the backbone of our business, helping our advisors serve clients while making sure the important details behind each client relationship are handled accurately and professionally.

As our business continues to grow, we’re adding another member to this team to help support increasing client and operational needs.