What are the responsibilities and job description for the Operations Specialist position at Wealth Enhancement Group?
A company is looking for an Operations Specialist to support the reporting and reconciliation team within its operations department.Key ResponsibilitiesPartner with teams on the setup of alternative investment and manual accounts in the portfolio accounting systemMaintain operational data for client reporting and execute batch performance reviewsCross-train in support of other areas of Operations as neededRequired QualificationsHigh School degree (or equivalent) required; post high school degree preferred5 years' experience in financial services required, preferably in an RIA or Broker / Dealer environmentKnowledge and familiarity with Microsoft Office, especially Excel, is requiredComfort with portfolio accounting / management and CRM systems preferredFamiliarity with alternative investment and manual account maintenance is a plus
