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ApTask · 11 hours ago

Wealth Management Associate

Baltimore, MD

Contract

Onsite

Entry Level

$30/hr - $30/hr

1+ years exp

ApTask is a company focused on providing staffing solutions, and they are seeking a Wealth Management Associate to support their finance operations. The role involves working within Wealth Management operations and requires strong technical skills in data processing and automation tools.

Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency

Growth Opportunities

Hiring Manager

Farheen Khanam

Responsibilities

Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations

Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling

UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions

Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards

Domain: Working knowledge of DTC / Settlement operations

Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication

Qualification

AlteryxUiPathPower BIWealth ManagementRequirements gatheringBacklog managementSDLC documentationStakeholder communication