• Wealth Management Operations Specialist

    Adecco US, Inc. (Pennington, NJ)


    Adecco is assisting a top company in the area, recruiting for a Wealth Management Operations Specialist in PENNINGTON, NJ!

    Job details

    + **Location:** Onsite in Pennington, NJ

    + **Duration:** 6 Month Assignment

    + **Shift:** Monday to Friday, 8:30am-5:00pm

    + **Pay Rate:** $ 23.44/hr

     

    About the job

     

    Wealth Management Operations (WMO) provides end-to-end operational support that enhances the client experience for Wealth Management advisory partners and their clients. This role involves standard transaction and fulfillment processing, including the movement of assets into and out of accounts.

    Responsibilities:

    + Perform standard transaction processing and reconciliation according to established guidelines and procedures.

    + Respond to client inquiries via various channels to support operational efficiency and quality client service.

    + Conduct basic research, follow-up, and resolution of routine research requests.

    + Identify potential issues in daily operational tasks and escalate risk concerns as needed.

    + Provide general operational support, including mail sorting and distribution.

    + Maintain a professional presence and respond to emails in a professional manner.

    Required Skills:

    + **Attention to Detail:** Ensure accuracy in all tasks.

    + **Effective Written Communications:** Communicate clearly and professionally.

    + **Accountability:** Ensure all requests are completed thoroughly.

    + **Analytical Thinking:** Analyze situations and make quick decisions independently.

    + **Independence:** Work independently with minimal supervision and guidance.

    + **Research** : Understand systems to perform effective research.

    + **Risk Management** : Detect potential risks.

    + **MS Suite:** Proficiency in Outlook, Word, etc.

     

    If you are detail-oriented, possess strong communication skills, and can work independently, we encourage you to apply for this exciting opportunity!

     

    **Pay Details:** $23.44 per hour

     

    Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

     

    Equal Opportunity Employer/Veterans/Disabled

     

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy

    The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

    + The California Fair Chance Act

    + Los Angeles City Fair Chance Ordinance

    + Los Angeles County Fair Chance Ordinance for Employers

    + San Francisco Fair Chance Ordinance