Transfers & Onboarding Operations Specialist
Motive Partners
Motive Partners is hiring an Operations Specialist in San Francisco, CA to support investors and teams by managing cash and asset transfers into retirement accounts. The ideal candidate will demonstrate strong organizational skills and attention to detail while ensuring accurate and timely processing of transfer requests. This role involves reviewing documentation, submitting requests, and collaborating with internal teams to resolve issues. Candidates should have at least 1 year of experience in operations or financial services. The position offers a competitive hourly wage plus annual bonus. #J-18808-Ljbffr Motive Partners
$24 - $25 per hour
...growing network effect. The Role As a Operations Specialist, you will support investors and... ...by processing inbound cash and asset transfer requests into self-directed retirement... ...functional support to the New Accounts Onboarding team by assisting with account maintenance...SuggestedWork at officeLocal area2 days per week3 days per week$24 - $25 per hour
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$35 per hour
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