Operations Associate - Inverness, IL
5 days ago

Job summary
The Operations Associate will assist team members in preparing paperwork and ensuring all client accounts are set up accurately and properly maintained.- Maintain accurate and up-to-date client information in firm databases and recordkeeping systems.
- Prepare and process paperwork to open, update, and maintain client accounts in accordance with advisor instructions and custodial requirements.
- Participate in and conduct in-person client meetings to complete required documentation and support account-related needs.
- Serve as a subject matter expert on internal operational policies and procedures to ensure accuracy and efficiency.
Job description
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