Financial Operations Guru - Manage and Enhance Client Experiences
Employer
International Assets Advisory, LLC
Salary
$40k-$50k (estimated pay)
Location
Orlando, FL
Employment Type
Full-time
Сategory
Financial Advisors
Description
Looking for an operations associate to join a full-service Broker-Dealer, providing financial products and services. Assist advisors with client account questions, set up new accounts, and ensure smooth operations.
Qualifications
- knowledge of Microsoft Office
- communication skills
- organizational skills
Responsibilities
- assist advisors with client account questions
- set up new accounts
- ensure smooth operations
Keywords
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