Wealth Management Operations Specialist

Walter & Keenan Wealth Management

Walter & Keenan Wealth Management LLC is seeking an Operations Associate to support administrative and operational functions, ensuring efficient client service, document handling, and office management. The role collaborates with advisors, custodians, and internal teams to uphold regulatory standards and deliver quality client experiences. The position requires organization, attention to detail, and the ability to manage multiple priorities in a financial services environment, with a focus on #J-18808-Ljbffr Walter & Keenan Wealth Management

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Vacancy posted 2 days ago

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