Wealth Management Operations Specialist

Position Summary: A growing wealth management organization in the Lehigh Valley is seeking an experienced Wealth Management Operations Specialist to support day-to-day account operations while helping improve processes, systems, and service delivery. This back office position handles account openings and maintenance, transfers, money movement, documentation, and operational requests while also serving as a resource to advisors and other team members. The position will have exposure to process improvement, technology initiatives, training, reporting, and special projects.

Responsibilities: Work with Manager to assist with new account setup, account maintenance, transfers, distributions, and other client transactions. Review and process documentation while ensuring accuracy and adherence to regulatory requirements. Track outstanding operational items and coordinate with advisors, custodians, vendors, and internal teams to resolve issues. Serve as a resource to advisors and staff regarding operational processes and account-related questions. Identify opportunities to improve workflows, eliminate inefficiencies, and enhance service levels. Develop and maintain procedures and process documentation. Assist with system implementations, workflow automation, testing, and user training. Help train and onboard newer operations team members and provide coverage across operational functions. Support audits, compliance reviews, quality control, and operational reporting. Participate in special projects and initiatives supporting the continued growth of the organization.

Qualifications: Bachelor's degree in Business, Finance, Economics, or related field, or equivalent experience. Strong understanding of account administration, transfers, money movement, documentation, and financial services workflows. Ability to manage multiple priorities in a deadline-driven environment. Experience within a financial services organization is a huge plus. Ideally, some familiarity with Schwab as well. Experience with process documentation, workflow improvement, automation, or operational projects is preferred. A competitive compensation package will be available for this position including a Base Salary, bonus, medical, dental, vision, great 401K, profit sharing, tuition, vacation and sick time, paid holidays, etc. This position is an in-office to start with some flexibility to work hybrid after 90 days.