Operations Associate – FIS AddVantage
Location: Oaks, PA (Onsite 3 to 4 days)
Employment Type: Contract
Industry: Financial Services
About us
We are a financial services organization specializing in wealth and investment operations, providing technology-driven support to asset and wealth management firms. We operate in a back-office environment using a wealth management accounting platform (FIS AddVantage) to support activities such as client onboarding, trade processing, portfolio and trust accounting, reconciliation, and maintenance of accurate financial records. We focus on ensuring data accuracy, operational efficiency, regulatory compliance, and timely resolution of issues across the investment lifecycle.
About the role
We are seeking an Operations Associate to support wealth management operations on the FIS AddVantage platform, responsible for executing and managing day-to-day processes across the client and investment lifecycle. The role involves client onboarding, trade processing, portfolio and trust accounting, data maintenance, and reconciliation activities to ensure accuracy and compliance with regulatory standards. You will investigate and resolve operational issues, support advisors and internal stakeholders, maintain audit-ready documentation, and contribute to process improvements, system testing, and platform enhancements in a fast-paced operational environment.
General Expectation
1. Strong understanding of wealth management operations and end-to-end investment lifecycle processes.
2. Hands-on experience with FIS AddVantage for trade processing, onboarding, and portfolio/account management.
3. Ability to perform accurate daily operations including reconciliation, data validation, and transaction processing.
4. Strong attention to detail with a focus on maintaining data accuracy and audit-ready documentation.
5. Capability to investigate, analyze, and resolve operational breaks or issues in a timely manner.
6. Good collaboration skills to work effectively with internal teams and stakeholders in a fast-paced environment.
7. Strong time management and adaptability, with a continuous improvement mindset toward processes and systems.
What is needed
· 3–5 years of experience in wealth management or investment operations
· Hands-on experience with FIS AddVantage (preferred 3+ years)
· Knowledge of trade lifecycle, onboarding, reconciliation, and portfolio/trust accounting
· Strong attention to detail and high accuracy in data handling
· Ability to investigate and resolve operational breaks/issues
· Understanding of compliance, audit, and regulatory requirements in financial operations
· Good communication, time management, and ability to work in a fast-paced environment
Experience
· 3–5 years of experience in wealth management / investment operations
· Experience in middle or back-office operations in financial services
· Hands-on work with trade processing, settlement, onboarding, and reconciliation
· Experience maintaining portfolio or trust accounting records
· Prior exposure to FIS AddVantage or similar platforms used for investment accounting
· Experience in investigating and resolving operational breaks/data mismatches
· Experience working in regulated environments with audit and compliance requirements
What’s in It for You
· Opportunity to work in a global financial services and wealth operations environment
· Hands-on experience with FIS AddVantage wealth management platform
· Exposure to end-to-end investment operations including onboarding, trade processing, and reconciliation
· Work on real-time financial data and regulated processes, strengthening domain expertise
· Chance to develop skills in operations, analytics, and process improvement
· Collaborative work environment with cross-functional teams and stakeholders
· Strong foundation for career growth in wealth management, investment operations, or financial technology roles
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