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1 result for Remote Financial Analyst in Boston, MA

Wealth Operations

Woburn, MA
remote
Temporary / Contract
21.85 - 25.30 USD / Hourly
We are looking for an Operations Processor to support wealth operations activities for a Long-term Contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards. Responsibilities: • Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly. • Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements. • Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance. • Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays. • Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes. • Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions. • Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion. • Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts. • Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.
2026-07-02T17:30:09Z