Description
Signal Advisors is seeking a Wealth Operations Specialist to support their wealth management business. The role involves executing operational workflows, managing service tickets in Salesforce, coordinating with custodians like Fidelity and Schwab, maintaining system integrity, supporting advisor transitions, and running data and reporting. The ideal candidate will have direct experience with Fidelity and Schwab advisor platforms, a proven track record in wealth management operations or account services, and strong attention to detail and customer service skills.
