• Vaco Resources
  • Winston Salem, NC
  • Non-Executive Management
  • Full-Time
  • 499 Kyle Rd

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One of our clients is currently in need of an Operations Manager. The position is out of Winston-Salem and is with a wealth management firm. They are looking for someone with 5-10 years experience with wealth management experience. The individual has to be organized and detail oriented. This position could turn into an accounting role in the future.

Typical duties out of this position would include:


- Manage Portfolio Software to make sure that accurate reporting of transactions, account set-up, billing, reporting, trading, and general maintenance.
- Work with the investment cusodian.
-Work with administrative staff on new accounts, maintenance, and account requests.
-Work alongside the Director of Compliance to make sure that procedures and filings are timely and all reporting and changes are performed.
- Work with investment advisors and assist clients with requests.
- Help with the maintenance of the system with the computer consultant.

Associated topics: cultivate, fertilize, forklift, fork lift, inventory, manage, management, plant, prune, scanner

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.


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