Operations Specialist - Southfield, MI
2 days ago

Job summary
We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.Responsibilities
- Liaison for Registered Representative and Product Providers
- Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to complete and settle transactions/ business
Job description
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