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Wealth Management Operation Assistant Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

Radnor, PA · On-site

$80K - $270K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Here's what that looks like in practice: • Dedicated support teams that handle operational and ...

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

... operational support so the advisor can focus on clients and growth.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth ...

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

... operational support so the advisor can focus on clients and growth. About Strittmatter Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort ...

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Wealth Management Operation Assistant information

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How much do wealth management operation assistant jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for wealth management operation assistant in the United States is $19.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $22.36 per hour, depending on experience, location, and employer.

What are popular job titles related to Wealth Management Operation Assistant jobs?

For Wealth Management Operation Assistant jobs, the most frequently searched job titles are:

Wealth Management Operations Clerk

Lubbock, TX • On-site

Hilltop Holdings
Finance and Insurance • 5 - 10K employees
Learn more about Hilltop Holdingsexternal

$15.25 - $18.25/hr

Full-time

Re-posted 26 days ago

Job description

PlainsCapital Bank is currently looking to hire a Wealth Management Operations Clerk in Lubbock, Texas.  The Wealth Management Operations Clerk provides basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided includes accurate and timely data entry and overall operational support to ensure that the departments meet or exceed established client service standards. In addition, assists in all areas of Wealth Management Operations as needed to maintain daily, weekly and monthly processing.

  • High School Diploma, general education degree (GED), or equivalent education required.
  • Knowledge of basic accounting practices required with a strong preference for previous experience in a bank/financial services environment.
  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems, typing, and ten key by touch.
  • Ability to read and input data accurately.
  • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
  • Must be self-motivated with strong attention to detail and accountability.
  • Excellent verbal, written and interpersonal communication skills.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

  • Processes daily items from checks received and routes posting tickets to income desk, after ensuring that data input is accurate.
  • Processes daily account maintenance and researches items for correction, if needed.
  • Processes account set-ups, assigns account numbers, and names and addresses record numbers.
  • Processes daily trades, pends daily settlements, and balances fund recons.
  • Reviews, balances and if necessary, corrects errors on daily work.
  • Cross-trains to assist securities desk, income desk, and expense desk.
  • Maintains and updates tickler system.
  • Organizes, updates, and maintains archived files.
  • Processes income maps.
  • Assists with fee processing.
  • Assists with account tax cross references and annual tax processing.
  • General office duties and other duties as assigned.

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