Operations Associate: Managed Assets Accounts Admin
Operations Associate: Managed Assets Accounts Admin
da davidsonHelena, MT
16 days ago
Trusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody Activities
Apply for this role →A financial services firm located in Helena, Montana is looking for an Operations Associate to provide account administration support for managed accounts. This position entails processing emails and phone calls, opening accounts in various systems, and ensuring accurate client account information. The ideal candidate should possess a high school diploma or equivalent experience, strong communication skills, and attention to detail. The company offers a competitive salary, comprehensive benefits, and professional development opportunities.
Also on the board Same function, level within a rung
Level
Junior
Location
Helena, MT
Occupation
Financial Clerks, All Other
Industry
Trusts, Estates, and Agency Accounts
Posted
16 days ago