Wealth Operations Associate: Data, Custodial & Reporting

Colonial Group; Bellevue (WA); Hybrid; USD 41,000 - 55,000; Full time

Job summary

Highland is a rapidly growing wealth management firm that helps clients align money with life goals. The Operations Associate supports custodial administration, trading support, account maintenance, data integrity, and reporting, working closely with the Operations team to serve clients accurately and efficiently.

The role suits detail-oriented individuals who thrive with systems and data, enjoy problem solving, and want to develop deep expertise in wealth operations while upholding Highland's

Qualifications

• 4-year degree or substantial relevant financial services experience.
• 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

Attention to detail

MS Office proficiency

Strong organizational skills

Problem solving

Communication skills

Team player

Education

Bachelor's degree or substantial relevant financial services experience

Tools

Microsoft Office

Job description

Highland is a rapidly growing wealth management firm that helps clients align money with life goals. The Operations Associate supports custodial administration, trading support, account maintenance, data integrity, and reporting, working closely with the Operations team to serve clients accurately and efficiently.

The role suits detail-oriented individuals who thrive with systems and data, enjoy problem solving, and want to develop deep expertise in wealth operations while upholding Highland's