Wealth Operations & Compliance Lead (Adelaide)

Wealth Operations & Compliance Lead (Adelaide)

13 Nov
|
Wsfs Bank
|
Adelaide

13 Nov

Wsfs Bank

Adelaide

WSFS Bank seeks a Senior Wealth Operations Specialist to oversee portfolio accounting operations, compliance oversight, audit coordination, and operational controls within an RIA environment.

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 robust Excel/PM skills.

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📌 Wealth Operations & Compliance Lead (Adelaide)
🏢 Wsfs Bank
📍 Adelaide

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