Wealth Management Operations Specialist

Walter & Keenan Wealth Management; Mishawaka (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement benefits

Paid time off

Paid holidays

Job summary

Walter & Keenan Wealth Management LLC is seeking an Operations Associate to support administrative and operational functions, ensuring efficient client service, document handling, and office management. The role collaborates with advisors, custodians, and internal teams to uphold regulatory standards and deliver quality client experiences.

The position requires organization, attention to detail, and the ability to manage multiple priorities in a financial services environment, with a focus on

Qualifications

• Minimum of 3 years of administrative support or financial services operations.
• Experience in an RIA, wealth management firm, or financial services environment preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity with CRM and portfolio management systems.
• Associate or bachelor’s degree preferred.

Responsibilities

• Coordinate daily office operations to ensure efficiency and professionalism.
• Administer mail handling, document processing, scanning, supply management, vendor coordination, and facility support.
• Maintain compliant client records with secure storage in CRM and document management systems.
• Assist with custodial functions and service-related activities with thorough documentation.
• Prepare and deliver client meeting materials, including scheduling, reports, and reviews.
• Support client engagement activities, including events and client appreciation initiatives.
• Assist with compliance and operational records for audits and regulatory examinations; contribute to process improvements.

Skills

Microsoft Office

CRM familiarity

Portfolio management systems

Strong organizational skills

Education

Associate or bachelor's degree preferred

Tools

CRM systems

Portfolio management systems

Job description

Walter & Keenan Wealth Management LLC is seeking an Operations Associate to support administrative and operational functions, ensuring efficient client service, document handling, and office management. The role collaborates with advisors, custodians, and internal teams to uphold regulatory standards and deliver quality client experiences.

The position requires organization, attention to detail, and the ability to manage multiple priorities in a financial services environment, with a focus on