Strategic Planning & Operations Lead
Paycom
Generational Group seeks a Planning & Operations Senior Associate to support financial planning workflows for UHNW and Family Office clients in the Dallas/Richardson area. You will collect documents, input data, and coordinate scheduling with advisors, attorneys, CPAs, and deal teams. The role emphasizes cross-functional coordination, documentation, compliance, and process improvement as the firm scales. A background in financial services and proficiency with planning software and CRM platforms #J-18808-Ljbffr Paycom
Vacancy posted 2 days ago
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