About this role
Practice Operations Associate at Vista Wealth Solutions. Location: Center Valley, Pennsylvania, United States. Role: managing operations, maintaining data, supporting advisors Requirements: 2+ years in wealth management or financial services operations, strong organization and communication, accuracy with documentation, CRM and advisor platform familiarity, proficiency with Microsoft Office. Category: Finance Seniority: Entry Level Tools: Wealthscape, eMoney, Envestnet, Hearsay Social, Salesforce, Advisor360, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Microsoft OneNote Commitment: Full Time Workplace: Hybrid Languages: English