Analyst, Operations

Tiedemann Advisors is a top-ranked, independent wealth advisory firm seeking an Analyst to join its Operations Team. The Analyst will be responsible for processing back office operational functions, partnering with internal colleagues to support clients, and identifying opportunities to improve processes and procedures.

Requirements

• Bachelor's Degree
• Minimum 3 – 4 years' experience within financial services
• Experience within an operations role or office environment a plus
• Strong written and verbal communication skills
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail
• Desire to work within a collaborative, fast-paced team environment
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Benefits

• Competitive salary
• Benefits package
• Opportunities for career growth and development