Operations Specialist

Our client, a leading Boston law firm with a wealth management arm, is offering an incredible opportunity for an Operations Specialist who’s ready to take their career to the next level! In this hybrid role, you’ll be right at the center of the action, providing key analytical support to the Wealth Management and Investment Advisory teams.

If you already have a few years of Trust Operations experience—or hands-on internship experience in Wealth Management—this is your chance to build your résumé with a respected, high-performing team. You’ll handle everything from reviewing cash and asset requests to maintaining client data, processing payments, reconciling balances, and managing asset transfers through ACAT and DTC. Your knowledge of Trust Operations procedures and individual account transactions will be put to great use every day.

A bachelor’s degree in Accounting, Finance, or Business Administration is preferred, and the firm values professionals who thrive on precision, deadlines, and delivering exceptional client service.

This position comes with a competitive salary up to $70,000, excellent benefits, and the chance to grow your expertise within a top-tier Wealth Management environment. Don’t miss this opportunity to make your mark—apply today and elevate your career!

Job Code: 18741