Wire Transactions Specialist
Creative Planning
Creative Planning in Overland Park seeks a Wire Associate to process wire requests directed by Wealth Managers and Financial Planners. This role involves preparing paperwork, processing distributions, and acting as a liaison with custodians, ensuring compliance with guidelines. The ideal candidate demonstrates strong communication skills, can prioritize multiple tasks, and maintains calm under pressure. Proficiency in MS Office and Salesforce is preferred. The position emphasizes teamwork and a positive work attitude. #J-18808-Ljbffr Creative Planning
Vacancy posted 2 days ago
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