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    Financial Specialist - Atlanta, United States - JobsRUs

    JobsRUs
    JobsRUs Atlanta, United States

    3 weeks ago

    JobsRUs background
    Description

    Job Description

    Job DescriptionJob Title:
    Financial Planning Operations Specialist

    Job Category:
    Financial Institution

    Location:
    On-site (not a remote role) Atlanta, GA
    Work Hours: 9am to 6pm (flexible hours)

    Pay:
    Starting annual salary is $45,000 to $55,000

    Benefits:
    Included

    Certifications:
    Series 7 & Series 65 preferred


    Responsibilities:


    The main goal of the Financial Planning Operations Specialist is to improve the financial performance of the organization by managing simple financial transactions, updating databases with account information, and collaborating effectively with brokers, clients, and corporate management.



    Requirements:

    1 to 3 years of experience in financial operations
    systems up-to-date with client information
    accounting
    basic financial transactions such as wire transfers
    with Brokers/Dealers
    up new accounts
    Additional

    Requirements:

    Extensive background check with fingerprint identification


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