Become a member of a growing, dynamic team of professionals and make an impact on the future of the financial services industry. GeoWealth is always looking for motivated self-starters who thrive in a team environment and have a strong desire to be at the forefront of wealth management.
The Operations Analyst in an entry level role responsible for maintaining portfolio accounting systems and back office processes for multiple financial advisory clients, supporting GeoWealth’s web-based platform applications, and maintaining positive and professional relationships with clients. Due to rapid growth at GeoWealth, the job description of the Operations Analyst is constantly evolving. Success in the department will be based on an employee’s ambition, flexibility, initiative, and willingness to learn. A positive, hard-working attitude is a must for the position.