Posting Description

Who We Are:

Fiducient Advisors (a Wealthspire company) opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client’s unique concerns, obligations, and goals. We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.
Summary:

The Middle Office Associate role typically supports operational processes for investment clients, including account setup, transaction processing, and maintaining accurate client records. Associates collabora...