Operations Officer

  • Location: Lancaster, PA, Pennsylvania
  • Type: Perm (Contingency)
  • Job #30689

Compensation: $65,000 – $85,000 + bonus

Location: Lancaster, PA


We are representing a great Operations Officer opportunity with a wealth management company based in Lancaster, PA.


Highlights about the Company & Position:

  • Handle the investment systems software and examine and rectify all investment accounts
  • Take a lead role in creating client reporting packages, researching report issues, and distributing monthly and quarterly reports
  • Reconcile investment positions for all custodial feeds and internally built interfaces daily and trouble-shoot and resolve issues by end of day
  • Process, review and verify accuracy of all corporate actions through Advent Corporate Actions
  • Extensive exposure to the CEO and founder of the company with growth potential
  • First 90 days is 5 days a week onsite, eventually moving to 3 days a week



  • 2+ years in finance, economics, or management information systems
  • Strong understanding of securities is a plus
  • Proficient in Excel and Advent Money


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 30689