Wealth Operations Specialist

Future Capital; Chattanooga (TN); On-site; USD 42,000 - 66,000; Full time

Job summary

Future Capital is seeking a motivated Wealth Operations Specialist to support the Operations team across initiatives and daily workflows. This role is ideal for someone who is highly organized, curious, tech-savvy, and eager to gain hands-on experience in financial operations, process improvement, and business systems.

The position focuses on executing rebalances, data validation, client onboarding, and cross-functional collaboration to drive accuracy and efficiency in advisory workflows while

Qualifications

• Pursuing or recently completed degree in business, finance, operations, technology, or communications.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Comfortable learning new technology platforms and systems quickly.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Strong problem-solving skills and willingness to take initiative.
• Ability to work independently while collaborating with team members.
• Positive attitude with willingness to support a variety of business functions.

Responsibilities

• Execute rebalance requests promptly and ensure timely processing of advisor transactions.
• Monitor and manage operational workflows for accurate, efficient account processing.
• Troubleshoot and resolve rebalance or operational issues with internal teams and advisors.
• Assist with client onboarding, including data validation and account setup.
• Collaborate with support, product, and dev teams to improve processes.
• Document client notes and actions to enable cross-team support.
• Maintain compliance with regulatory and firm policies in all operational tasks.
• Communicate with advisors, clients, and internal stakeholders to provide clear support.

Skills

Attention to detail

Communication skills

Tech-savvy

Multitasking

Problem-solving

Independence & collaboration

Positive attitude

Education

Degree in business/finance/operations/technology/communications

Tools

Microsoft Excel

Google Sheets

AI tools (Claude, ChatGPT)

Workflow automation platforms

Job description

Future Capital simplifies 401(k) management for financial advisors and their clients. We provide advisors and their clients with practical tools to make informed retirement decisions, protect valuable relationships, and deliver comprehensive household financial guidance.

We offer clear solutions that fit different advisory approaches, from turnkey options to customizable strategies, all designed to help advisors confidently navigate regulatory requirements.

At Future Capital, we value team members who:

• Support colleagues with a collaborative mindset
• Step in where needed to help achieve shared goals
• Contribute positively to our client-focused environment
• Build strong working relationships both internally and with partners
• Eager and excited to learn new skills and a new industry

Position Overview

• We are seeking a motivated and adaptable Wealth Operations Specialist to support the Operations team across a variety of initiatives and day-to-day workflows. This role is ideal for someone who is highly organized, curious, tech-savvy, and excited to gain hands‑on experience in financial operations, process improvement, and business systems.
• The specialist will assist with executing rebalances, operational support tasks, client outreach, data organization, account processing, and internal project work.
• The ideal candidate is proactive, detail-oriented, comfortable learning new systems quickly, and eager to contribute in a fast-paced environment.
• This is an in-office role located in Chattanooga, TN.

Role Functions

• Promptly execute rebalance requests and ensure timely processing of transactions on behalf of advisors
• Monitor and manage operational workflows, ensuring accuracy and efficiency in account processing
• Troubleshoot and resolve rebalance or operational issues in collaboration with internal teams and advisors
• Assist with client onboarding, including data validation and account setup
• Work cross-functionally with support, product, and development teams to identify and implement process improvements
• Document client notes and actions to enable cross-team support
• Maintain compliance with regulatory and firm policies in all operational tasks
• Communicate effectively with advisors, their clients, and internal stakeholders to provide clear, professional support

Role Requirements

• Currently pursuing or recently completed a degree in business, finance, operations, technology, communications, or a related field
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Comfortable learning new technology platforms and systems quickly
• Ability to multitask and prioritize effectively in a fast-paced environment
• Strong problem-solving skills and willingness to take initiative
• Ability to work independently while collaborating with team members
• Positive attitude with a willingness to support a variety of business functions

Preferred Skills & Experience

• Experience with Microsoft Excel, Google Sheets, or data organization tools
• Interest in operations, fintech, wealth management, or process improvement
• Familiarity with AI tools such as Claude, ChatGPT or workflow automation platforms is a plus
• Experience in customer service, administrative support, or project coordination is helpful but not required
• Comfortable working with data, systems, and operational processes