Wealth Ops Specialist: Client-Centric & Detail-Driven

Maller Wealth Advisors, Inc.; Cockeysville (MD); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Salary $55k–$80k

Annual bonus up to 10%

Health insurance stipend $7,000

Health, dental, vision

401(k) with Profit Sharing

PTO 17–28 days

10 paid holidays

In-office with potential hybrid

Full-time schedule 8:00–17:00

Growth opportunities

Job summary

Maller Wealth Advisors in Hunt Valley, Maryland is seeking a Wealth Management Operations Specialist to join our growing team. You will work closely with our advisors, operations team, and clients to process account activity and handle client requests from start to finish.

The role is full-time, typically 8:00 a.m.–5:00 p.m., in-office with potential for a hybrid schedule in the future, and offers a salary range of $55,000–$80,000 plus a 10% annual bonus and benefits.

Qualifications

• Experience in wealth management, financial services, banking, investments, insurance, or similar client-focused environment.
• Experience with client processing and account activity.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational skills and ability to manage multiple priorities.
• Self-starter who takes ownership and follows through.
• Strong problem-solving skills and sound judgment.
• Clear, professional communication with clients and coworkers.
• Willingness to learn and adapt to new technology.

Responsibilities

• Own client requests from start to finish and ensure nothing falls through the cracks.
• Open and maintain accounts; prepare documentation and monitor progress.
• Process transfers, wires, deposits, distributions, and other account activity.
• Keep things moving by following up with clients, advisors, custodians, and partners.
• Coordinate paperwork, signatures, and account needs while delivering high client service.
• Maintain accurate client records and follow-up tasks in systems.
• Collaborate with administrative, advisory, investment, financial planning, and compliance teams.
• Learn and adapt to evolving processes and systems.

Skills

Wealth management experience

Attention to detail

Strong organization

Clear communication

Self-starter mindset

Problem solving

Ability to learn new technology

Team player

Education

College degree preferred

Job description

Maller Wealth Advisors in Hunt Valley, Maryland is seeking a Wealth Management Operations Specialist to join our growing team. You will work closely with our advisors, operations team, and clients to process account activity and handle client requests from start to finish.

The role is full-time, typically 8:00 a.m.–5:00 p.m., in-office with potential for a hybrid schedule in the future, and offers a salary range of $55,000–$80,000 plus a 10% annual bonus and benefits.