Top 12 Finance operations occupations Jobs in Vermont

Wealth Management Associate
Union Bank of VT/ NH —Morrisville, VT
- $22 - $26 an hour
- Full-time
- Basic math
- Office
- Organizational skills
- Paid holidays
- Disability insurance
Service Associate
Morgan Stanley —Colchester, VT
- $65,000 - $76,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Credit Operations Analyst - Montpelier, Vermont
Obra Capital, Inc. —Montpelier, VT
- $55,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Inventory management
- Basic math
Quick Apply
Associate Service Manager
Morgan Stanley —Colchester, VT
- $68,000 - $120,000 a year
- Full-time
- Writing skills
- Office
- High school diploma or GED
Investment Administrator
Community Financial Services Group, LLC —Newport, VT
- $22 - $28 an hour
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- Profit sharing
- Health savings account
Quick Apply
13d
Fraud & Risk Analyst
802 Credit Union —Brattleboro, VT
- $19.50 - $28.50 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Investment Services Administrator
Northfield Savings Bank —Burlington, VT
- $23.50 - $26.50 an hour
- Mid-level
- Office
- High school diploma or GED
Quick Apply
12d

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finance operations occupations jobs near vermont

Wealth Management Associate

Union Bank of VT/ NH -
Morrisville, VT

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Job Details

Full-time
$22 - $26 an hour

Benefits

Paid holidays
Disability insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Life insurance

Qualifications

Customer communication
Basic math
Industry knowledge of financial regulations

Full Job Description

Description:

Union Bank has called Vermont home since 1891 — and we’re proud of our local roots. We’re a modern, community-focused bank where people come to grow their careers and make a difference. We offer strong benefits, support continuing education, and believe in promoting from within. Our CEO’s journey from teller to the top is just one example. If you’re looking for purpose, opportunity, and a team that cares, you’ll find it here!

Summary

The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service. This position supports the efficient administration of wealth management activities by assisting with account documentation, client communications, transaction processing, and other day-to-day support functions. The role requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience and the overall effectiveness of the Wealth Management team.

Why work with us?

While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:

Generous Paid Time Off
Health, Dental, and Life Insurance
Partially paid Short and Long-Term Disability
Company-matched 401K retirement account
Bankers’ hours
Paid Federal Holidays

Requirements:

1. Detail oriented with superior organizational skills, adaptable with the ability to multi-task.

2. Strong time management skills.

3. Mathematical aptitude.

4. Team player with the ability to collaborate with others

5. Wealth Management industry experience is a plus; will train the right candidate.

6. Responsible for keeping up to date with applicable banking regulations and bank procedures.

Salary description: $22.00 - $26.00

Apply Now

Refine Your Search

finance operations occupations jobs in vermont

Wealth Management Associate

Service Associate

Credit Operations Analyst - Montpelier, Vermont

Associate Service Manager

Investment Administrator

Fraud & Risk Analyst

Investment Services Administrator

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