Operations Associate - Inverness

Only for registered members Inverness, United States

1 week ago

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Job Summary:

The Operations Associate will assist team members in preparing paperwork and ensuring all client accounts are set up accurately and properly maintained.

This role provides ongoing service and operational support to clients, consistently exceeding service expectations.

Responsibilities include coordinating account openings

  • Maintain accurate and up-to-date client information in firm databases
  • ,
    recordkeeping systems,
  • Prepare and process paperwork to open, update,
  • and maintain client accounts,
    ,
  • Participate in and conduct in-person client meetings
  • ,to complete required documentation
    ,Serve as a subject matter expert on internal operational policies
    ,.

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