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Brokerage Operations Specialist - Asset Advisors

1st Source

Plymouth, IN

1st-Source-Bank is seeking a Specialist in Brokerage Operations in Plymouth, IN. This role involves assisting the Brokerage Operations Assistant Manager with client assessments and various administrative tasks, ensuring top-notch customer service and compliance with regulations. The ideal candidate has a Bachelor’s degree in Business or Finance and at least one year of relatable experience. You will support investment counselors and manage compliance audits, while also attending team meetings and maintaining client service standards. #J-18808-Ljbffr

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Vacancy posted 1 day ago
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