Wealth Management Transaction Specialist
Our Portsmouth, NH client is seeking a Wealth Management Transaction Specialist for their financial services team. This exciting full-time opportunity offers a positive and professional work culture, room to grow within the role, and highly competitive salary and benefits!
Responsibilities of the Wealth Management Transaction Specialist
- Place trades via online platforms and directly with brokers following established trade policy
- Record trade details into system
- Update client information as needed
- Prepare daily financial reports
- Manage trading authorization process in conjunction with brokers
- Assist with quarterly appraisal preparation and year-end reporting requirements
- Reprice appraisals for client meetings
- Perform additional tasks as assigned
Qualifications of the Wealth Management Transaction Specialist
- Financial services experience
- Experience processing trades highly preferred
- Strong MS Office skills, especially Excel
- High attention to detail and professionalism
- Strong communication and interpersonal skills
We look forward to connecting with you about this Wealth Management Transaction Specialist role!
To apply, please email your resume to [email protected], call (603) 749-4810 ext. 750, or apply online at www.leddygroup.com.
IND52
Veterans and military spouses are encouraged to apply.
About Leddy Group
Leddy Group, an ESOP Company, is a regional staffing company serving northern New England since 1994. We are real people helping real people find meaningful employment through our specialties: Accounting & Finance, Administrative & Customer Service, Engineering, HR, Industrial and Skilled Manufacturing.
