Wealth Management Operations Analyst
MDMS Recruiting LLC · Posted Nov 12, 2026
- New York, New York, United States
- 2+ years
Provide operational support for account opening, securities, FX and derivatives processing, reporting, and audit activities within a wealth management environment.
Responsibilities
- Open and maintain client accounts
- Facilitate securities and cash transfers
- Support structuring, booking, allocation, confirmation, settlement and reconciliation of primary and secondary securities, FX and derivatives
- Process and monitor daily transactions and reporting
- Communicate with internal and external partners on exceptions and inquiries
Requirements
- High school diploma or GED (Bachelor’s degree preferred)