WSFS Bank seeks a Senior Wealth Operations Specialist to oversee portfolio accounting operations, compliance oversight, audit coordination, and operational controls within an RIA setting.
The role serves as the primary liaison for audits and regulatory reviews while ensuring data integrity across reporting, billing, and data management processes. Requires 5+ years in wealth management or financial operations and strong Excel/PM skills.
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📌 Wealth Operations (Adelaide)
🏢 Wsfs Bank
📍 Adelaide
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