- Proven administrative or operations experience, preferably in account management, financial services, or client support
- Excellent written and verbal English communication skills
- Strong attention to detail and ability to manage multiple tasks accurately
- Has experience with CRM systems, document management, and online communication tools
- Professional, reliable, and able to maintain confidentiality with sensitive information
- Strong problem-solving skills and ability to work independently
- Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite
- Please note that a personality and assessment test is required for this role
- Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing
- Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism
- Complete and process all required forms and documentation promptly and correctly
- Maintain thorough and organized tracking of account activities and updates
- Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently
- Execute trading or transaction instructions as directed, ensuring compliance with firm policies
- Record all interactions, updates, and notes accurately in the firm's CRM system
- Provide general administrative and operational support to the team as needed
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Investment Operations Specialist - Fort Worth - SWMG
Description
About the jobWe are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.
The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.
Qualifications / Job Requirements
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Sales/Operations Specialist
Only for registered members Fort Worth, TX
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Mortgage Operations Specialist
Only for registered members Fort Worth, TX
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Line Operations Specialist
Only for registered members Fort Worth, Texas, , United States
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Mortgage Operations Specialist
Only for registered members Fort Worth, TX
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Expedited Operations Specialist
Only for registered members Fort Worth
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Fuel Operations Specialist
Only for registered members Fort Worth, Texas, , United States
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Business Operations Specialist
Only for registered members Fort Worth, TX
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Expedited Operations Specialist
Only for registered members Fort Worth, TX
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Investment Operations Specialist
Only for registered members Locke Ave Fort Worth, Texas, United States
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Services Operations Specialist
Only for registered members Fort Worth, TX
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Quality Operations Specialist
Only for registered members Ft. Worth, Texas
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Quality Operations Specialist
Only for registered members Fort Worth, TX
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Field Operations Specialist
Only for registered members Fort Worth, TX
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People Operations Specialist
Only for registered members Fort Worth, TX
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Specialist, AACA Operations
Only for registered members Fort Worth, TX
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Specialist, Security Operations
Only for registered members Fort Worth, TX
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Quality Operations Specialist
Only for registered members Ft. Worth, Texas
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Mortgage Operations Specialist
Only for registered members Fort Worth
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Operations Specialist 1
OTHER Only for registered members Fort Worth
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Quality Operations Specialist
Only for registered members Fort Worth
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Quality Operations Specialist
Only for registered members Fort Worth