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Financial Services Accounting & Finance

Wealth Management Operations Associate

Job in Claremont, Los Angeles County, California, 91711, USA
Listing for: Pomona College
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm located in Claremont is seeking a detail-oriented Wealth Management Associate. This integral role involves preparing client materials, managing paperwork, and ensuring compliance in operations. Ideal candidates will have a bachelor's degree in Finance or Economics, exceptional organizational skills, and prior experience in financial services. Strong communication and technology proficiency are essential. If you value precision and pride in your work, apply with your resume and cover letter to join a team committed to excellence.
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Position Requirements
10+ Years work experience
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