For Recruiters

Operations Associate - Wealth Management

Robert Half - US
New York, United States
Posted 4 days ago Hybrid Permanent $80k - $100k
Trishan
Posted by
Trishan Khareghat
Financial Services Recruitment
Robert Half Financial Services are currently recruiting for an Operations Associate role, for a boutique wealth management firm based in midtown Manhattan New York. Our client requires 2 to 5+ years’ wealth management operations or client services experience, and knowledge of Advent Axys, Moxy or APX. The role requires 3 days per week working in the midtown office.

Responsibilities:

- Run Dataport transactions and post, as needed

- Reconciliation of assigned client portfolios (manual/automated)

- Moxy Trade Orders

- Assist in resolving trade issues

- Communicate with custodians and/or brokers for trade allocations as needed

- Assist in daily end of day process

- Maintenance of Proxy Voting data (Monthly/Bi-monthly)

- Communications regarding Class Actions’ Litigations as needed

- Back-up support for Morning/DTCC process

- Assist with Corporate Actions

- Monthly update of certain Axys files, ie: performance

- Ad-hoc requests from managers/administration

- Light marketing support/database management

 

Requirements:

  • 2 to 5+ years’ wealth management operations or client services experience
  • Knowledge of Advent Axys or APX, DTCC, REX, Moxy, Corporate Actions
  • Strong Excel and communication skills
  • Bachelor degree

 

The Operations Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $80-100k base plus bonus. If your profile matches the above criteria, please email me Trishan.Khareghat@roberthalf.com

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