Wealth Operations & Compliance Lead Adelaide

Wealth Operations & Compliance Lead Adelaide

14 Nov
|
Wsfs Bank
|
Adelaide

14 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 workplace.

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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