Wealth Operations Specialist - Client Impact & Growth

Peninsula Fiber Network, LLC; Maryland; On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Health stipend

Health benefits

Dental & Vision

401(k) with Profit Sharing

Paid time off

Company holidays

Hybrid potential

Career growth

Job summary

Maller Wealth Advisors in Hunt Valley, Maryland is hiring a Wealth Management Operations Specialist to join our growing team. You will work with advisors, clients, and the operations team to manage client requests and process account activity.

This role offers a path to increased responsibility within an established wealth management firm. The ideal candidate is detail-oriented, highly organized, and able to own processes from start to finish.

Qualifications

• Experience in wealth management or related financial services.
• Ability to process client requests accurately and on time.
• Strong attention to detail and reliability.
• Excellent organization and ability to handle multiple priorities.

Responsibilities

• Own client requests from start to finish.
• Open and maintain accounts; prepare documentation and submit applications.
• Process transfers, wires, deposits, distributions and other activity.
• Follow up with clients, advisors, custodians and partners to complete requests.
• Coordinate paperwork, signatures, and status updates while delivering high client service.
• Maintain accurate client records and follow-up tasks in systems.
• Investigate issues, identify next steps, communicate clearly and resolve.
• Collaborate with admin, advisory, investment, planning and compliance teams.

Skills

Wealth management experience

Client service oriented

Detail oriented

Organizational skills

Ownership mentality

Problem solving

Strong communication

Education

College degree preferred

Job description

Maller Wealth Advisors in Hunt Valley, Maryland is hiring a Wealth Management Operations Specialist to join our growing team. You will work with advisors, clients, and the operations team to manage client requests and process account activity.

This role offers a path to increased responsibility within an established wealth management firm. The ideal candidate is detail-oriented, highly organized, and able to own processes from start to finish.