Transitions Processing Specialist

Job Description

Job Description

TRC has partnered with a leading wealth management firm to hire a Wealth Operations Specialist. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth.

Hybrid role – 4 days onsite at one of the following locations :

Atlanta, GA

• La Vista, NE
• Oakdale, MN
• Scottsdale, AZ
• St. Petersburg, FL

Role Overview

The Wealth Operations Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests. This role is integral to advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations in a fast-paced environment.

Key Responsibilities

Qualifications

Preferred : FINRA SIE and / or Series 7, broker-dealer experience, Smartsheet or Envestnet exposure.

Company Description :

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.