Ascendo Resources
Operational Specialist (Fort Lauderdale)
Ascendo Resources, Fort Lauderdale, Florida, United States, 33336
We are seeking a driven and meticulous professional for this Up-and-Coming Wealth Management Operations Specialist role with Fantastic Benefits. Our client is looking for a dedicated team member to join their expanding operations department and ensure the highest level of precision in client service. The ideal candidate will bring 2+ years of dedicated experience within a broker-dealer or wealth management firm, specifically showcasing fund transfers and account administration to help drive the firm's continued growth.
Responsibilities: Manage the end-to-end processing of client money movements including ACH transfers and wire domestic/international distributions. Oversee the administration of account opening documentation and ensure all records remain current and compliant. Coordinate with internal advisors to streamline the execution of daily operational tasks and account maintenance. Verify financial data and transaction details to maintain the integrity of the wealth management platform. Resolve complex processing inquiries related to account status and fund movements.
Qualifications: 2+ years of professional experience specifically within the wealth management or financial services sector. Direct background working within a broker-dealer environment. Demonstrated expertise in handling money movements such as wires and ACH processing. Solid experience managing account documentation and the account opening lifecycle. Strong organizational skills with a focus on accuracy in a fast-paced financial setting.
Benefits: Competitive health and dental coverage Company-sponsored retirement savings options Professional development and internal growth paths Supportive team environment with a hybrid work structure
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Responsibilities: Manage the end-to-end processing of client money movements including ACH transfers and wire domestic/international distributions. Oversee the administration of account opening documentation and ensure all records remain current and compliant. Coordinate with internal advisors to streamline the execution of daily operational tasks and account maintenance. Verify financial data and transaction details to maintain the integrity of the wealth management platform. Resolve complex processing inquiries related to account status and fund movements.
Qualifications: 2+ years of professional experience specifically within the wealth management or financial services sector. Direct background working within a broker-dealer environment. Demonstrated expertise in handling money movements such as wires and ACH processing. Solid experience managing account documentation and the account opening lifecycle. Strong organizational skills with a focus on accuracy in a fast-paced financial setting.
Benefits: Competitive health and dental coverage Company-sponsored retirement savings options Professional development and internal growth paths Supportive team environment with a hybrid work structure
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.