About this role

Serve as a centralized operational resource for Envestnet account administration on behalf of Advisors and Financial Service Associates (FSAs)
Complete onboarding of new TAMP accounts
Process ongoing account maintenance and modifications as directed by the Advisor
Enter, monitor, and complete service requests within the TAMP and related custodial platforms
Maintain an organized and prioritized task queue
Execute advisor‑directed model changes, portfolio reallocations, and account goal modifications
Ensure all account activity, service actions, and notes are documented accurately
Partner with Advisors, FSAs, Compliance, and Operations teams to research issues
Assist with the development, documentation, and refinement of standardized TAMP workflows
Support training and onboarding efforts

Bachelor's degree preferred
2
3 years of administrative support experience, ideally within a financial services or technology-driven environment
Strong organizational and time management skills
High attention to detail and accuracy in account administration and data entry
Strong technology aptitude
Ability to follow detailed instructions while applying sound judgment and problem-solving skills
Clear verbal and written communication skills
Ability to work independently while contributing effectively within a team-based environment

Wealth Management Operations Specialist

Key skills