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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

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