Operations Specialist – Wealth Management

Take the next step in your wealth management career with one of Boston’s premier law firms. Our client is seeking an Operations Specialist to join its highly regarded Wealth Management team, where you’ll play a key role supporting client operations, advisory fee administration, and investment account management. Working with cutting-edge platforms including Addepar, you’ll partner with advisors, portfolio managers, and custodians to ensure exceptional accuracy, operational excellence, and outstanding client service.

The ideal candidate will have 3+ years of trust or wealth management operations experience, strong Excel skills, and a passion for delivering precision in a fast-paced, collaborative environment. Experience with Addepar is preferred, while familiarity with Fidelity Wealthscape, Charles Schwab, SEI Trust, Practifi, or Salesforce is a plus.

This is an outstanding hybrid opportunity to join a prestigious firm known for its supportive culture, exceptional benefits, career growth, and competitive compensation of $65,000–$85,000 plus bonus. Apply today to be considered for this exclusive opportunity!

Job Code: 18897