Austin, Texas, United States · On-site
Wealth Management Operations Specialist Location: Austin, TX Employment Type: Full-Time Position Summary Oxbow Advisors is seeking a detail-oriented Wealth Management Operations Specialist to support the day-to-day opera…
Skills: Account administration, Operational reporting, Portfolio management, Orion, Client relations
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The Wealth Management Operations Specialist will manage day-to-day operational functions including account administration, portfolio management system maintenance, and operational reporting. They will also provide direct support to advisors and handle general office administration tasks.
Candidates must have at least 3 years of administrative or operations experience with strong organizational and communication skills. Proficiency in Microsoft Office, particularly Excel, is required, while experience in a wealth management or RIA firm is preferred.
Wealth Management Operations Specialist
Austin, TX
Employment Type: Full-Time
Position Summary
Oxbow Advisors is seeking a detail-oriented Wealth Management Operations Specialist to support the day-to-day operational functions of our advisory practice. This role is responsible for account administration, operational reporting, portfolio management systems, advisor support, and general office operations.
The ideal candidate has prior experience working in a wealth management or registered investment advisory (RIA) firm and is comfortable managing multiple operational processes with accuracy, organization, and minimal supervision.
Key Responsibilities
Wealth Management OperationsAdvisor Support
- Open and process new client accounts and maintain accurate account records.
- Administer the Orion portfolio management platform, including maintaining the client portal.
- Track incoming client assets and report on new assets under management.
- Coordinate quarterly, month-end, and other recurring client communications.
- Maintain accurate client databases, mailing lists, and operational records.
- Generate ad hoc reports and operational support materials for advisors.
Office Administration
- Assist advisors with administrative and operational requests.
- Coordinate book mailings and other client fulfillment projects.
- Help ensure operational workflows are completed accurately and on schedule.
Qualifications
- Manage office, kitchen, and administrative supply inventories.
- Coordinate vendor orders and general office support.
- Assist with special projects and other administrative duties as assigned.
RequiredCompensation
- 3+ years of administrative or operations experience.
- Excellent organizational skills and exceptional attention to detail.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office, particularly Excel.
- Ability to prioritize multiple responsibilities in a fast-paced environment.Preferred
- Experience working for a wealth management, investment advisory, or financial services firm.
- Experience with Orion or similar portfolio management software.
- Familiarity with investment account administration and financial operations.
Expected Salary Range: $75,000–$85,000, depending on experience and relevant industry background.
Candidates with demonstrated experience in a wealth management or RIA environment—including familiarity with portfolio management systems, account administration, and advisor support—will be considered at the upper end of the range.
At Oxbow Advisors, we are not Wall Street. We are a Texas-based Registered Investment Advisory Firm specializing in the needs of families with significant wealth-many of them on the side of liquidity events such as selling a business or inheriting assets. What we do is simple: We protect the wealth you have worked hard to create. You tell us what you need to achieve financially-for yourself and for your family-and our job is to help you get there. Oxbow Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Oxbow Advisors and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Oxbow Advisors unless a client service agreement is in place. The opinions expressed on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Investing involves risk and possible loss of principal capital. “Likes” or other comments are not intended to be endorsements of Oxbow Advisors, our advisors or our services and are not compensated. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other a
Offices: 500 W 5th St, Austin, Texas, US
At Oxbow Advisors, we are not Wall Street. We are a Texas-based Registered Investment Advisory Firm specializing in the needs of families with significant wealth-many of them on the side of liquidity events such as selling a business or inheriting assets. What we do is simple: We protect the wealth you have worked hard to create. You tell us what you need to achieve financially-for yourself and for your family-and our job is to help you get there. Oxbow Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Oxbow Advisors and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Oxbow Advisors unless a client service agreement is in place. The opinions expressed on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Investing involves risk and possible loss of principal capital. “Likes” or other comments are not intended to be endorsements of Oxbow Advisors, our advisors or our services and are not compensated. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other a
Offices: 500 W 5th St, Austin, Texas, US
