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

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Operations Associate: Managed Assets Accounts Admin at da davidson...