Wealth Operations Associate

Your Other Half; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

25 days paid time off annually

Paid holidays and scheduled paid half‑

401(k) retirement savings plan

Hybrid work environment

Flexible work scheduling

Medical, dental, and vision insurance

Job summary

Payne Capital Management is hiring an Operations Associate who will support daily operations, client onboarding, and portfolio trading support in a high‑visibility role.

Based in New York, NY with a hybrid schedule, you’ll work with advisors and clients to ensure accuracy, confidentiality, and top‑notch client service while learning our systems and staying compliant with industry regulations.

Qualifications

• 2+ years of experience in financial operations or wealth management.
• Strong Excel and Word proficiency with MS Office.
• Excellent organizational and time-management skills.
• Strong written and verbal communication.
• Attention to detail and client-service mindset.
• Willingness to learn new systems and regulations.
• Interest in professional licensing is a plus.

Responsibilities

• Provide exceptional service to clients and advisors.
• Coordinate client onboarding and account maintenance.
• Perform daily operations including reconciliation and administration.
• Assist with portfolio trading support and rebalancing.
• Support compliance processes and regulatory reporting.
• Prepare reports, spreadsheets, and client communications.
• Use planning software and internal systems to aid advisors.
• Maintain accurate records with confidentiality.
• Collaborate across departments to improve efficiency.
• Handle additional duties as assigned.

Skills

Excel

Microsoft Office

Organizational skills

Communication

Analytical thinking

Attention to detail

Client service

Independent work

Learning mindset

Licensing interest

Tools

CRM software

Job description

Payne Capital Management is hiring an Operations Associate who will support daily operations, client onboarding, and portfolio trading support in a high‑visibility role.

Based in New York, NY with a hybrid schedule, you’ll work with advisors and clients to ensure accuracy, confidentiality, and top‑notch client service while learning our systems and staying compliant with industry regulations.