Wealth Operations Specialist

Merit Financial Advisors; Alpharetta (GA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA/HSA or Dependent Care FSA

401(k) Plan with company matching

Paid Time Off and holidays

Job summary

Merit Financial Advisors in Alpharetta, GA seeks an Operations Associate to support wealth managers and client service nationwide. This role maintains efficient workflows and ensures data integrity across systems.

Responsibilities include resolving discrepancies, managing access, and collaborating with teams to uphold service levels, while assisting with day-to-day operations and risk monitoring.

Qualifications

• Requires associates or bachelor’s degree.
• Minimum 2+ years in operations for a wealth management firm.
• Strong knowledge of securities industry rules and regulations.
• Excellent written and verbal communication skills; teamwork oriented.
• Proficient with Excel, Salesforce, Outlook and Word.

Responsibilities

• Resolve issues promptly and escalate as needed within timelines.
• Maintain accurate records and audit trails for transactions.
• Manage user access, onboarding, and off-boarding for employees.
• Collaborate with teams to resolve operational questions and data discrepancies.

Skills

Teamwork

Time management

Communication skills

Initiative

Education

Associate’s or Bachelor’s Degree

Tools

Excel

Salesforce

Outlook

Word

Job description

Merit Financial Advisors in Alpharetta, GA seeks an Operations Associate to support wealth managers and client service nationwide. This role maintains efficient workflows and ensures data integrity across systems.

Responsibilities include resolving discrepancies, managing access, and collaborating with teams to uphold service levels, while assisting with day-to-day operations and risk monitoring.