Find Jobs
Find Jobs Near You – Available Work in Your Location
Find & Apply For Brokerage Clerk Jobs in Naples, Florida
Browse jobs from a variety of sources below, sorted with the most recently published, nearest to the top. Click the title to view more information and apply online.
Skip to job details
Now viewing: Wealth Management Operations Associate
CA
Ciccarelli Advisory Services Inc.
Wealth Management Operations Associate
Entry-Level JobVerifiedNo experience needed
Job Description
Wealth Management Operations Associate 9601 Tamiami Trl N, Naples, FL 34108 From $45,000 a year - Full-time From $45,000 a year - Full-time Are you detail-oriented, organized, and passionate about delivering exceptional service? Do you enjoy working behind the scenes to ensure clients receive a seamless experience? If so, we invite you to join our growing independent Registered Investment Advisor (RIA) firm. We are a well-established financial planning and wealth management firm with more than 40 years of serving families in Naples. We are seeking a Wealth Management Operations Associate to support our advisors, clients, and operations team. This role is critical to ensuring the efficient processing of client accounts, transfers, cash movements, trading support, and operational workflows. What You'll Do Open and maintain client accounts Process account updates, transfers, and service requests Coordinate and track account paperwork and documentation Assist with cashiering activities, including wires, checks, deposits, and stock transfers Monitor account transfers and cost basis information Document activities and maintain accurate client records Assist with operational reporting and reconciliation activities Help improve workflows and operational procedures Qualifications Financial services, wealth management, banking, brokerage, or RIA experience preferred Strong attention to detail and commitment to accuracy Excellent organizational and follow-up skills Ability to manage multiple priorities in a fast-paced environment Proficiency with Microsoft Office applications Experience with custodial platforms, CRM systems, and account processing workflows is a plus What We Offer Competitive compensation Health insurance benefit choices 401(k) with a 5% company match 5 % Profit-sharing opportunities Paid time off Monday through Friday schedule Professional development opportunities Collaborative team environment Long-term career growth within a respected wealth management firm If you are looking to build a career in wealth management operations and want to be part of a team committed to delivering exceptional client service, we encourage you to apply.