Wealth Operations & Reporting Specialist

FINITETEK INC

Memphis (TN)

On-site

USD 70,000 - 85,000

Full time

3 days ago

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Job summary

FINITETEK INC is seeking a Wealth Management Operations Analyst to join our Memphis office. This in-office role focuses on operations, data, and reporting, supporting financial advisors and clients through technology platforms driving reporting and account administration.

The role requires strong analytical skills, Excel expertise, Salesforce experience, and the ability to learn complex systems quickly. You will manage client requests, generate reports, and help improve operational efficiency in

Qualifications

Bachelor's degree in Finance, Business, Mathematics, Computer Science, or related field.
1-3 years of experience in wealth management, financial services, investment operations, or related field preferred.
Strong analytical and problem-solving skills with exceptional attention to detail.
Strong Microsoft Excel skills; experience with large data sets, pivot tables, lookups, and data reconciliation preferred.
Experience with Salesforce or another CRM platform preferred.
Strong written and verbal communication skills, with professional client/advisor interaction.
Ability to learn new technology platforms and complex systems quickly.
Strong organizational skills and ability to manage multiple priorities and deadlines.
Working knowledge of investment products and financial markets preferred.
Experience with Schwab, Fidelity portfolio reporting systems, or other wealth management technology is a plus.
Base salary of $70,000 - $85,000 commensurate with experience and qualifications

Responsibilities

Respond to client and advisor requests promptly, accurately, and professionally.
Document client interactions and requests and ensure advisors remain appropriately informed.
Generate investment performance reports for advisor and client meetings and review reports for completeness and accuracy.
Develop a deep understanding of portfolio reporting systems, underlying data, and information flow across platforms.
Identify, investigate, and help resolve data discrepancies and reporting issues.
Work extensively within Salesforce to manage client requests and generate reports and dashboards.
Work within Schwab and Fidelity custodial platforms and use DocuSign to facilitate client approvals.
Process and monitor new account openings, account maintenance, asset transfers, cash movements, distributions, and other custodial requests.
Reconcile information across systems and maintain accurate client and account data.
Track multiple requests and workflows, ensuring timely completion.
Participate in operational, technology, and process-improvement projects.
Identify opportunities to improve workflows, controls, reporting, and overall operational efficiency.