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Wealth Management Analyst - 24-01983

Newark, DE 90071

Posted: 08/06/2024 Job Category: Finance, Accounting, Auditing, Compliance Job Number: 22593225 Country:

Job Description

Primary Skills: Banking, Finance, Microsoft Office, Communication, Wealth Management
Contract Type: W2 Only
Duration: 6+ Months Contract
Location: Newark, DE
Pay Range: $30.00 - $32.00 per hour

Grow your skills by working with industry leaders

JOB RESPONSIBILITIES:

  • Assist clients and financial advisors with the onboarding process and provide ongoing support.
  • Prepare, maintain, and update paperwork for new accounts, ensuring all information is complete and accurate.
  • Act as a liaison with custodians to resolve cash transaction discrepancies, including wire transfers.
  • Process investment transactions and perform account reconciliations to ensure accuracy and compliance.
  • Provide backup support for other Wealth Management functions and ensure efficient risk management and issue resolution.

JOB REQUIREMENTS:

  • Bachelor's Degree or equivalent experience in banking, finance, accounts, or a related field.
  • Excellent proficiency in Microsoft Excel, Word, and PowerPoint.
  • Strong verbal and written communication skills.
ABOUT AKRAYA
"Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a positive work environment. Voted the #1 Best Place to Work in Silicon Valley (2023) and a Glassdoor Best Places to Work (2023 & 2022), Akraya prioritizes a culture of inclusivity and fosters a sense of belonging for all team members. We are staffing solutions providers for Fortune 100 companies, and our industry recognitions solidify our leadership position in the IT staffing space. Let us lead you to your dream career, join Akraya today!"
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About Newark, DE

Ready to embark on a rewarding career journey in Newark, Delaware? Explore our job opportunities in this vibrant and growing region that offers an abundance of unique benefits and endless possibilities for professional growth. With its charming Main Street lined with historic buildings, delicious local cuisine, proximity to the University of Delaware, and easy access to cultural gems like the Newark Arts Alliance and the Delaware Stadium, Newark is a delightful place to work, live, and play. Join us today and discover the exciting career opportunities waiting for you in this bustling city!