Wealth Operations Associate: Data, Custodial & Reporting
colonial groupBrooklyn, NY
Wealth Operations Associate: Data, Custodial & Reporting
colonial groupBrooklyn, NY
today
Occupations
Financial Clerks, All OtherBrokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Highland is a rapidly growing wealth management firm that helps clients align money with life goals. The Operations Associate supports custodial administration, trading support, account maintenance, data integrity, and reporting, working closely with the Operations team to serve clients accurately and efficiently.
The role suits detail-oriented individuals who thrive with systems and data, enjoy problem solving, and want to develop deep expertise in wealth operations while upholding Highland's
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JOB OVERVIEW
Experience level
Junior
Location
Brooklyn, NY
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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