Operations Specialist (Level III)
Company: Tailored Management
Location: Pennington
Posted on: February 19, 2026
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Job Description:
Operations Analyst Wealth Management Operations (WMO) Line of
Business: Wealth Management Contract Duration: 12 Months Start
Date: ASAP Conversion: Potential to convert to Full-Time Employee
(FTE) Work Arrangement: Hybrid Mandatory 3 days onsite / 2 days WFH
Compensation: For FL location: $21.02/hour (W2), paid weekly For NJ
location: $22.28/hour (W2), paid weekly Locations New Jersey
(NJ2-140-03-01) -1400 Brokerage Dr., Pennington, NJ 08534 Florida
(FL9-400-05-17) 9000 Southside Blvd, Bldg 400, Jacksonville, FL
32256 Position Overview The Operations Analyst supports the Loan
Management Account (LMA) Operations Team within Wealth Management
Operations (WMO). This role is responsible for executing onboarding
and account maintenance processes, ensuring documentation accuracy,
regulatory compliance, and seamless client account activation. The
position operates with a standard level of independence while
escalating complex issues to leadership as needed. Key
Responsibilities Perform account onboarding and maintenance
activities in accordance with established procedures and regulatory
standards. Review, validate, and prepare required account
documentation and client correspondence. Conduct research and
resolve routine maintenance requests while responding to internal
and external inquiries. Ensure systematic activation and updates of
accounts to enable client access to products. Identify operational
risks or discrepancies and escalate issues appropriately. Required
Qualifications Strong analytical and problem-solving skills with
attention to detail. Ability to collaborate effectively with
Financial Advisors and Wealth Management Bankers. Excellent written
and verbal communication skills. Highly organized with strong
prioritization abilities. Proficiency in Microsoft Office (Word,
Outlook, Excel). Preferred Qualifications 1 year of experience in
Wealth Management Operations. Knowledge of internal operations
processes and branch procedures/systems. Experience in account
management or client service environments. Demonstrated customer
focus and results orientation. Strong research and information
organization skills. TM2
Keywords: Tailored Management, Wilmington , Operations Specialist (Level III), Accounting, Auditing , Pennington, Delaware
