Wealth Operations Associate: Custody, Data & Reporting

Highland Private Wealth Management; Washington; On-site; USD 41,000 - 55,000; Full time

Job summary

Highland Private Wealth Management is seeking an Operations Associate to support custodial administration, trading support, and data integrity across CRM and portfolio systems. You will work closely with the Operations team to ensure accurate, efficient client service and routine reporting.

This contract role requires attention to detail, strong organizational skills, and the ability to resolve operational issues while maintaining compliance with Highland's procedures.

Qualifications

• 0-3 years of operations or administrative experience, preferably within financial services.
• Strong proficiency with Microsoft Office and comfort learning new technology systems.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational skills and ability to manage recurring responsibilities and deadlines.
• Resourceful problem solver with the ability to research issues and follow them through resolution.
• Strong written and verbal communication skills.
• Team-first mentality and willingness to support others.
• Dependable, responsive, and comfortable working within established processes.
• Desire to develop deep expertise in wealth management operations.

Responsibilities

• Serve as a custodial liaison with Schwab and Fidelity, including account opening, account paperwork, transfers, account maintenance, and resolution of custodial issues.
• Process and monitor client account transactions, including cash movements, journals, deposits, distributions, and other account-related requests.
• Monitor accounts and operational workflows to identify incomplete items, exceptions, or issues requiring follow-up.
• Maintain accurate client, household, and account data across Highland's CRM, portfolio management, custodial, and other operational systems.
• Perform data reconciliation and quality-control procedures to maintain the accuracy and integrity of client and portfolio information.
• Create and maintain recurring operational and client reports.
• Support billing, performance reporting, and other recurring operational processes.
• Communicate with clients regarding transactional and administrative matters, including documentation, account maintenance, transfers, and status updates.
• Coordinate with Client Advisors and Client Service Associates to complete client-related operational requests accurately and timely.
• Research and resolve operational issues involving custodians, systems, accounts, transactions, and client data.
• Maintain organized and complete client and operational records in accordance with Highland's established procedures.
• Follow established operating procedures and controls while identifying opportunities to make recurring processes more accurate, efficient, or reliable.
• Assist with the implementation and maintenance of operational systems, workflows, and procedures.
• Participate in operational projects and other duties as required.

Skills

Operations experience

Microsoft Office

Attention to detail

Organizational skills

Problem solving

Written communication

Team player

Reliability

Tools

CRM systems

Portfolio management software

Custodial platforms

Job description

Highland Private Wealth Management is seeking an Operations Associate to support custodial administration, trading support, and data integrity across CRM and portfolio systems. You will work closely with the Operations team to ensure accurate, efficient client service and routine reporting.

This contract role requires attention to detail, strong organizational skills, and the ability to resolve operational issues while maintaining compliance with Highland's procedures.