Wealth Operations Specialist
Eastern Bank
- Salary
- $47k - $76k
- Experience
- 4+ yrs
- Location
- Boston, Massachusetts, United States
- Job type
- Full-time
Required skills
- SEI Wealth Platform
- Salesforce
- Microsoft Office
- Microsoft Excel
About the role
4-6 years wealth management or financial services operations experience; Bachelor's degree in Accounting, Finance or related field preferred; SEI Wealth Platform and Salesforce experience preferred; advanced Microsoft Excel; strong communication and organizational skills.
About Eastern Bank
Boston-based commercial bank serving consumers and businesses with banking, lending, and wealth-management services.
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