Wealth Management – Operations & Reporting Manager – $125K – $140K
Join the Wealth Management Group at a prestigious Boston law firm with an international client base. The hybrid Operations & Reporting Manager will focus on coordinating systems and technology workflows to ensure efficient and productive department operations. Key responsibilities include overseeing the team providing training and mentorship as well handling daily cash, fees, and security reconciliation reports, collaborating with Operations Management and the Director of Technology on custodial and trading systems, assisting with regulatory reporting, and developing internal metrics. Candidates should have a background in finance, accounting, or law, with knowledge of securities trading, trust accounting, ACAT & DTC systems, and strong project management skills. This firm is committed to employee development and long-term success. Apply now to be considered!
Job Code: 17476
To apply for this job email your details to ttruesdale@kennison.com