Operational Specialist Job at Ascendo Resources, Fort Lauderdale, FL

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  • Ascendo Resources
  • Fort Lauderdale, FL

Job Description

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.

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