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Compensation: $32–$34/hour
Location: Tulsa, OK
Position: Wealth Management Operations Specialist
Inceed has partnered with a great company to help find a skilled Wealth Management Operations Specialist to join their team! This is an excellent opportunity to contribute to a dynamic financial operations environment supporting wealth management initiatives. The role focuses on fund accounting and investment performance analysis, offering exposure to a variety of securities and financial products. Ideal for candidates with a background in accounting or finance, this opportunity provides a chance to work within a structured, detail-oriented team in a fast-paced financial services setting.
Responsibilities:
• Support fund accounting activities by ensuring accurate valuations of investment vehicles, including common trust and master trust funds
• Perform detailed accounting tasks associated with fund valuation processes
• Analyze investment performance data and investigate exceptions to ensure reporting accuracy
Required Qualifications & Experience:
• Degree in Accounting, Finance, or a related field
• Experience with accounting functions in a financial services or securities environment
• Strong understanding of investment vehicles such as stocks, bonds, and mutual funds
Nice to Have Skills & Experience:
• Prior experience in fund valuation
• Familiarity with performance reporting systems or financial analytics tools
• Knowledge of industry regulations related to financial reporting and compliance
Perks & Benefits:
• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit
If you are interested in learning more about the Wealth Management Operations Specialist opportunity, please submit your resume for consideration. We are unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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