Operations Specialist - Rochester

Only for registered members Rochester, United States

17 hours ago

Default job background
$46,000 - $65,000 (USD)

Job summary

The Operations Specialist is accountable for the day-to-day investment and insurance operations for a successful and fast-growing wealth management firm.
  • This person specializes in account opening and maintenance for all investment and insurance accounts.
  • The position requires someone with strong attention to detail, ability to work with high degree of accuracy, reliability, task-oriented, motivated in helping clients achieve their financial planning success.

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