Location: Boston Metro, MA | Hybrid – 2 remote days/week
Salary Range: $60K-$70K | Bonus Eligible
Schedule: Full-time, 35-hour work week | Monday-Friday
Why This Role Stands Out:
- Strong team stability
- Collaborative, in-office culture with all teams under one roof
- Opportunity to gain hands-on experience in wealth management operations
- Exposure to custodial systems, financial transactions, and trust operations workflows
About the Opportunity
Our client is seeking a detail-oriented and analytical Operations Specialist to support their Trust Operations team. This role is ideal for an early-career professional looking to grow within financial operations, investment services, and client account management.
You’ll play a critical role in ensuring the accuracy, timeliness, and compliance of cash transactions, asset transfers, and client data management, all within a collaborative, high-performing environment.
Key Qualifications
- Bachelor’s degree in Accounting, Finance, or Business Administration preferred
- 1–2 years of trust operations or wealth management experience (internships considered)
- Strong understanding of financial transactions and account operations
- Advanced proficiency in Microsoft Excel
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong communication skills with a professional, client-focused approach
- High attention to detail and a proactive, solutions-oriented mindset
Key Responsibilities
- Maintain accurate client account data within custodial accounting systems
- Manage client portal setup, account updates, and investment details
- Ensure data integrity across systems and documentation
- Process cash transactions, including wires, ACH payments, checks, and transfers
- Review and validate requests for accuracy, coding, and compliance
- Manage assigned request queues and ensure timely processing
- Perform daily cash reconciliations and resolve discrepancies within defined timelines
- Monitor exception reports and proactively identify issues
- Maintain client payment schedules and track transactions
- Process and monitor ACAT and DTC transfers
- Coordinate with custodians and counterparties to ensure timely settlements
- Validate transfer documentation and track progress
- Communicate updates to stakeholders and escalate issues as needed
Elevate Your Career!
If you’re looking to build a strong foundation in wealth management operations while gaining exposure to complex financial processes, this is your opportunity.
Apply today to join a collaborative team where your attention to detail and analytical skills will make an immediate impact.
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
