Wealth Management Operations and Compliance Associate

Description Our client is a boutique Wealth Management firm, and they are looking to bring onboard a Wealth Management Operations and Compliance Associate. This position is in-office 1x week in their Needham office.This role mainly involves providing back-end support for the portfolio manager and the COO by performing tasks such as management of the firm's portfolio system, CRM, and client portal, as well as generating reports and maintaining data. The professional will also oversee the firm's document sharing system, assure data integrity, and help with compliance matters.Additionally, they will support financial advisors with tasks including client onboarding, tracking workflows, and managing schedules. They'll also process client cash requests, handle client queries, and maintain the firm's tech stack. They will have opportunities to lead projects aimed at enhancing client services and operational efficiency.Requirements The candidate should be well-versed with Excel and various tech platforms, and should be able to handle ad hoc projects to enhance firm operations. At least 3 years of experience in a similar role at an investment firm and a college degree are strongly preferred.Please email Thatiane Abrantes for immediate consideration. Thank you!Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .