Operational Specialist - Financial Services

Position Title – Operations Specialist (Wealth Management / RIA)Location: Edina, Minnesota (Hybrid)Work Environment: Full-timeRole SummaryWe’re hiring an Operations Specialist on behalf of our client—a growing wealth management firm.This role plays a critical part in delivering a high-quality client experience by supporting advisors, managing operational workflows, and ensuring accuracy across client accounts and reporting. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, client-focused environment.Core Responsibilities• Support client onboarding, including preparation of contracts and account setup• Establish and maintain client custodial accounts and ensure proper documentation• Prepare and process account paperwork, transfers, and money movement requests (including rollovers)• Manage beneficiary updates and ongoing account maintenance• Monitor custodial alerts, communications, and workflows to identify and resolve issues• Assist in maintaining accurate client data across CRM and reporting systems• Support quarterly reporting processes, including data validation and report review• Ensure consistency across portfolio allocations, reports, and investment policy guidelines• Collaborate with advisors and operations team to resolve client service requests• Assist with portfolio analysis preparation and reporting tools• Act as a backup for general office and communication responsibilities as needed• Contribute to process improvement and problem-solving for complex client situationsCandidate Profile• Bachelor’s degree required• 3–7 years of experience in financial services or wealth management operations• Experience working with custodians such as Schwab, Fidelity, or similar platforms preferred• Familiarity with CRM systems and reporting tools (e.g., Tamarac, PortfolioCenter) is a plus• Strong attention to detail and comfort working with numbers and data• Excellent written and verbal communication skills• Team-oriented with a proactive, solutions-driven mindset• Interest in pursuing professional designations (e.g., AAMS) is a plus• Proficiency in Microsoft Office tools (Word, Excel, Outlook, PowerPoint)Compensation and Benefits• $75k-$85k base, DOE. Bonus potential• Performance-based incentives• Health, dental, and vision benefits• Retirement plan options• Professional development support and growth opportunitiesWork Environment and CultureThis is a full-time, onsite position within a collaborative and growth-oriented team. The firm values attention to detail, accountability, teamwork, and a client-first mindset, and offers an environment where individuals can contribute meaningfully to both client experience and operational excellence.