Our client is a growing Wealth Management firm located in downtown Boston looking to add an Operations Specialist to the team. The role responds to a Director of Operations and responsibilities include calculate and review account and composite performance, maintain cost basis reconciliation on client accounts, monitor and maintain information on proxy voting, ad-hoc requests and more.
Ideal candidate will bring 1+ year of applicable experience, be a motivated and detailed-oriented professional. Please reach out to firstname.lastname@example.org. Thank you!
Apply on company website