Wealth Management Operations Specialist

Job ID: 112461
Location: Tulsa, Oklahoma  [On-Site]
Category: Other
Employment Type: Contract
Date Added: 04/21/2026
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Role Summary
This position is a mid-level wealth management operations specialist responsible for supporting the processing of alternative assets, including hedge funds and private equities. The role involves executing transaction processing, managing wire transfers, and conducting periodic valuations of unique investment portfolios. The candidate will contribute to maintaining accuracy and efficiency within a fast-paced, high-volume environment, ensuring compliance with operational standards.

Responsibilities

  • Process incoming and outgoing wire transfers accurately and timely.
  • Assist in the valuation and reconciliation of alternative investment assets such as hedge funds and private equities.
  • Support the processing and review of periodic investment valuations.
  • Collaborate with team members to ensure accurate data input and record keeping.
  • Identify and resolve discrepancies or issues in transaction processing.
  • Maintain detailed documentation of processed transactions for audit compliance.
  • Support ad hoc requests related to wealth management operations as needed.
  • Assist with data analysis using Excel, including creating reports or summaries.
  • Follow company procedures and industry regulations to ensure operational accuracy.
  • Participate in team meetings and contribute to improving operational workflows.

Qualifications

  • Experience with Excel, including intermediate or advanced features such as pivot tables, macros, and data analysis tools.
  • Proficiency with Adobe software.
  • Strong attention to detail and high accuracy in transaction processing.
  • Knowledge or prior experience in finance, accounting, or wealth management.
  • Ability to thrive in a fast-paced, high-volume, deadline-driven environment.
  • Excellent organizational and communication skills.
  • Ability to handle sensitive financial data with confidentiality.
  • Prior experience with hedge funds and private equities is a plus.
  • Basic understanding of SQL for reading, troubleshooting, or writing queries is advantageous.
  • Availability to work in an on-site environment.

Publishing Pay Range: $30.00 to $34.00 hourly

This position is based in office and requires employee to work on-site.

About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, “We care about people,” isn’t just a tagline – it’s the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.

Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women’s services, we pride ourselves on our commitment to quality and service.

GDH Benefits

GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee’s life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more!  For more detailed information on benefits, please go to GDH’s website under the tab for candidates.

GDH provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, gender, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable federal, state, and local laws. Applicants with disabilities who require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.

Please visit our notice of collection for California applicants.

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