Operations Specialist - ECG Resources

Established Single-Family Office seeks an Operations Specialist

• Manage bank transfers and money movement processes
• Handle documentation and forms related to transactions
• Collaborate with internal teams and external bankers
• Use Excel and Microsoft 365 for data analysis
• Take on additional responsibilities from various departments
• Requires 5+ years in banking or RIA operations
• Strong attention to detail and organizational skills needed
• Proficiency in Excel and Microsoft 365 is necessary
• Congenial atmosphere; great work environment
• Hybrid work opportunity!