Rehmann

The role involves providing high-level support to an advisory team by conducting research, analyzing data, and preparing client communications. It also requires acting as a liaison between clients and financial advisors while maintaining accurate CRM records.

The role involves managing client accounting tasks such as bank reconciliations, journal entries, and the preparation of financial statements. Additionally, the accountant will maintain accounting software and foster strong internal and external relationships to support client success.

Develop and implement innovative financial solutions while supervising detailed accounting functions and work papers. Lead and mentor associates while building deep relationships within the business community and existing client base.

The Wealth Management Operations Specialist serves as a centralized resource for Envestnet account administration, including onboarding, maintenance, and service request management. They collaborate with advisors and internal teams to ensure accurate documentation, workflow refinement, and adherence to compliance standards.