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Executive Investment Operations Associate Jobs in Ohio

We are seeking an Operations Associate to join our team. We have a people first, fast paced ... investment banking, consulting or financial services. * Advanced proficiency in Microsoft office ...

Our business is growing, and we're investing in our operations and people. We believe in hands-on ... About the Role: Operations Associate As an Operations Associate, you'll play a key role in ...

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... This resource will report into our Investment Banking & Consulting Director. Responsibilities:

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

We've raised over $34m from leading investors. We're looking for ambitious, talented, action ... Care Operations Associate to play a critical role in ensuring smooth and efficient student care ...

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Executive Investment Operations Associate information

What does an executive investment operations associate do?

An executive investment operations associate manages and supports the operational activities of investment firms, including processing transactions, maintaining client accounts, and ensuring compliance with regulations. They often work with financial software, perform data analysis, and coordinate with other teams to ensure smooth investment operations.
What are popular job titles related to Executive Investment Operations Associate jobs in Ohio? For Executive Investment Operations Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Executive Investment Operations Associate jobs in Ohio look for? The top searched job categories for Executive Investment Operations Associate jobs in Ohio are:
What cities in Ohio are hiring for Executive Investment Operations Associate jobs? Cities in Ohio with the most Executive Investment Operations Associate job openings:

Operations Associate

The Premier Resources Group

Cincinnati, OH • On-site

Full-time

Posted 26 days ago


Job description

Operations Associate (Investment & Insurance)
Cincinnati, OH
Full-Time/Direct-Hire
  • Job Duties
    • Effective communication with advisors and clients
    • Main team contact for all service requests
    • Performs all new client paperwork and assists in client onboarding
    • Manages ACAT, rollover process and transfers
    • Handles all client "money movement" (ACH, wires, RMDs, etc.)
    • Performs all insurance underwriting
    • Assist advisors with new and in-force illustrations
  • Degrees & Licenses
    • 6/7/63/SIE/L&H
  • Industry experience
    • 1-5 years
  • Skill Requirements to excel in this position
    • Knowledge of Pershing Platform and proficient with investment operations tasks
    • Organized and responsive to team requests
    • Understanding of team goals and philosophy
    • Knowledge of underwriting and POS procedures
    • Knowledge of outside business underwriting and service procedures
    • Process Driven
    • Great attitude