Investment Operations Associate - Greater Seattle Area
1 week ago

Job summary
We are looking for a passionate individual to contribute to the success of our business as an Investment Operations Associate with an account maintenance focus.At Strategic Wealth Designers (SWD), we pride ourselves on fostering a collaborative and close-knit environment.
+Qualifications
- Associates degree
- 1-3 years of experience dealing with documentation and paperwork (preferably in a financial services setting)
- Experience with Salesforce CRM and Docusign
Benefits
Job description
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