Entry-Level Investments Operations Associate
iPlanGroup
iPlanGroup in Westlake, OH is seeking an Operations, Investments Specialist. This entry-level role reviews investment documentation for accuracy, serves as the primary liaison with clients and advisors, and maintains timely updates throughout the process. Strong organizational and communication skills are essential, with 3+ years in client service or transaction processing and familiarity with IRS retirement rules. Hybrid eligible after tenure; pay starts at 23.00/hour. #J-18808-Ljbffr iPlanGroup
Vacancy posted more than 2 months ago
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