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Signal Advisors · 11 hours ago

Wealth Operations Specialist

Detroit, MI

Full-time

Hybrid

New Grad, Entry Level

Signal Advisors is on a mission to solve the retirement crisis by reimagining the financial advisory industry with new technologies and comprehensive services. The Wealth Operations Specialist will support the wealth management business by ensuring accurate and timely servicing work, managing operational workflows, and coordinating with custodians such as Fidelity and Schwab.

Financial ServicesInsuranceLife Insurance

Responsibilities

Own and process account service requests including new account openings, maintenance, money movements, and account closures

Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency

Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time

Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors

Assist with onboarding and transition work for new advisors joining the Signal platform

Run data, reporting, and analytics across our various wealth platforms

Qualification

Fidelity platform experienceSchwab platform experienceSalesforce proficiencyOrion proficiencyWealth management operationsCustomer service aptitudeAttention to detail