Wealth Ops Associate: Client & Trading Support

Insight Folios; Charlotte (NC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Quarterly bonus

Job summary

Insight Folios, an independent wealth management firm, is seeking a highly motivated, service-oriented Operations Associate to join our team. This is a full-time, in-office position based in Charlotte, North Carolina.

The Operations Associate plays a vital role in daily operations, providing operational support through account servicing, trading support, and client communications, ensuring accuracy and timely delivery while protecting the client experience.

Qualifications

• Two or more years of experience in wealth management or related field.
• Familiarity with financial accounts, terminology, and operations processes.
• Experience with Schwab Advisor Center, Wealthbox, DocuSign, Google Workspace or similar platforms.
• Ability to learn new systems and processes quickly.

Responsibilities

• Manage client and advisor requests from initiation through completion.
• Process account openings, transfers, money movement, and related paperwork.
• Maintain accurate records and monitor requests through completion.
• Provide exceptional support and service through timely communication and follow-through.
• Answer phones, welcome clients, and provide front office coverage as needed.
• Prepare materials and complete operational tasks to support advisors.
• Develop proficiency in advisor-directed trading responsibilities.
• Support account reconciliation and other investment operations with accuracy and compliance.
• Identify opportunities to improve workflows and document procedures.

Skills

Organizational skills

Time management

Professional communication

Confidentiality

Independent work

Process improvement

Adaptability

Long-term career focus

Tools

Schwab Advisor Center

Wealthbox

DocuSign

Google Workspace

Job description

Insight Folios, an independent wealth management firm, is seeking a highly motivated, service-oriented Operations Associate to join our team. This is a full-time, in-office position based in Charlotte, North Carolina.

The Operations Associate plays a vital role in daily operations, providing operational support through account servicing, trading support, and client communications, ensuring accuracy and timely delivery while protecting the client experience.