A leading Boston law firm with a wealth management arm is seeking an Operations Specialist to provide analytical and operational support to its Wealth Management Department and Investment Advisors.
This role is responsible for reviewing and processing cash and asset requests, ensuring accurate entry into custodial accounting systems with appropriate coding, tax treatment, and documentation prior to approval.
Specific responsibilities include managing ad-hoc cash activity, performing daily reconciliations, and partnering with trust advisors to manage payments, processing internal transfers and stock gifts, and assisting the Private Investment Team with capital calls and distributions. The position also maintains accurate client and account data, including statements, portal access, and account details.
The firm is offering a salary range of $60,000 - $75,000 and a comprehensive benefits package. This is a great hybrid opportunity to further your career in finance and gain solid experience.
Job Code: 18823
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
