Wealth Management Operations Specialist

Job not on LinkedIn

🕒 May 1

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Rehmann

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1941

🤝 B2B

💸 Finance

B2B • Finance

Rehmann is a professional advisory firm that partners with businesses and private clients to provide audit and assurance, tax, consulting, finance and accounting, technology services, and wealth management. The firm serves a range of industries—including construction, dealerships, financial services, healthcare, manufacturing, private equity, and the public sector—helping clients with compliance, reporting, tax planning, process improvement, and technology-enabled solutions. Rehmann positions itself as a people-first organization focused on delivering forward-thinking, industry-specific financial and advisory services.

📋 Description

• Serve as a centralized operational resource for Envestnet account administration on behalf of Advisors and Financial Service Associates (FSAs) • Complete onboarding of new TAMP accounts • Process ongoing account maintenance and modifications as directed by the Advisor • Enter, monitor, and complete service requests within the TAMP and related custodial platforms • Maintain an organized and prioritized task queue • Execute advisor‑directed model changes, portfolio reallocations, and account goal modifications • Ensure all account activity, service actions, and notes are documented accurately • Partner with Advisors, FSAs, Compliance, and Operations teams to research issues • Assist with the development, documentation, and refinement of standardized TAMP workflows • Support training and onboarding efforts

🎯 Requirements

• Bachelor's degree preferred • 2 - 3 years of administrative support experience, ideally within a financial services or technology-driven environment • Strong organizational and time management skills • High attention to detail and accuracy in account administration and data entry • Strong technology aptitude • Ability to follow detailed instructions while applying sound judgment and problem-solving skills • Clear verbal and written communication skills • Ability to work independently while contributing effectively within a team-based environment

🏖️ Benefits

• health insurance • paid time off for volunteering and diversity-related activities • flexible work arrangements