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Operations Associate
Updated on 3/28/2023
Wakefield, MA, USA
Experience Level
Desired Skills
Customer Service
  • 1 - 2 years of experience in managed account or operations
  • Ability to work effectively in a team environment
  • Ability to work independently and demonstrate good judgment
  • Knowledge and understanding of Financial Operations
  • Knowledge of Separately Managed Accounts
  • Advanced desktop skills, especially Excel
  • Experience with Vestmark platform a plus
  • Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment while balancing and managing multiple competing priorities
  • Excellent customer service skills and strong communicator
  • Collaborative interpersonal skills and ability to work within cross-functional teams
  • BA/BS degree required
  • Teamwork - We before me-- Puts needs of the team first and aspires to bring out the best in others; collaborative, empathetic, and humble; values the opinions of others; assists others when needed; participate effectively as a member of a team; balances personal contributions and needs with those of other members of the team to achieve common objectives
  • Knowledge Explorer - Creative problem solver and adapts to challenges at hand using creative collaboration; curious, proactive, and resourceful; able to incorporate other viewpoints as part of the process of developing solutions
  • Positive Energy - Ability to address difficult situations with humor and sense of opportunity; approachable, constructive and engaged
  • Own It - Ability to be accountable for results and follow through to completion
  • Gain a high understanding of the team's processes, sponsor relationships, and systems used to support clients
  • Support processing and documentation for new account opening, account maintenance, terminations, funding, as well as indexing and archiving documents
  • Perform account level reconciliation - Cash, Positions, transactions, tax lots
  • Identify & resolve break discrepancies accurately and efficiently, to ensure accounts are ready for trading
  • Understanding various security types, security pricing, and security type mappings
  • Tracking, understanding, and processing of mandatory and voluntary corporate actions
  • Work collaboratively with team and sponsors to resolve exceptions across all functions and clients

51-200 employees

Vestmark is a provider of wealth management solutions and services.
Company Overview
Vestmark's mission is to enable investors to better their financial well-being. Vestmark does this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives.
  • Medical, Dental, and Vision - Vestmark pays 90% of our employees’ medical and dental coverage which are administered through Blue Cross Blue Shield (BCBS) along with Eyemed for vision.
  • Vestmark 100% Paid Benefits - Vestmark is proud to offer maternity and parental leave, Life, Short-Term and Long Term Disability Benefits at no cost to the employee, and Employee Assistance Program and work-life benefits.
  • Generous PTO - Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service in addition to receiving 10 days per year of paid sick leave.
  • Diversity - At Vestmark, we strive to create an inclusive workplace that fosters, embraces and celebrates diversity and fairness. We continue to build a comprehensive culture where all employees are Welcomed, Valued, Respected and Heard.
  • Flexible Spending Account (FSA) - Vestmark employees can contribute annually to health care and dependent care FSAs and participate in our employer-matched HSA program.
  • 401(k) with Employer Matching - Vestmark will match the employee’s 401(k) and ROTH contribution up to 50% of the first 8% per pay period with a two-year vesting component.
  • Company Equity - Vestmark also offers additional compensation in the form of Restricted Stock Units (RSUs). Our RSUs are issued through a vesting and distribution schedule after achieving required milestones.
  • Match Charitable Contributions - Vestmark is very proud of our Charitable Giving Program. We will match up to $250 annually to an approved charity of our employee's choice.
  • Stay Fit - Exercise your mind and your body with our on-site gym located at our Wakefield, MA headquarters. If you can't take advantage of our corporate gym, our Blue Cross Blue Shield plan offers fitness reimbursement.
  • Pet Insurance - Employees may choose to enroll in pet insurance at a discounted rate.
Company Core Values
  • We Before Me
  • Knowledge Exploration
  • Positive Energy
  • Own IT