Financial Planning Operations Specialist

2 weeks ago


Atlanta, United States JobsRUs.com Full time

Job Title: Financial Planning Operations Specialist

Job Category: Financial Institution

Location: On-site (not a remote role) Atlanta, GA

Work Hours: 9am to 6pm (flexible hours)

Pay: Starting annual salary is $45,000 to $55,000

Benefits: Included


Responsibilities:

The main goal of the Financial Planning Operations Specialist is to improve the financial performance of the organization by managing simple financial transactions, updating databases with account information, and collaborating effectively with brokers, clients, and corporate management.

Requirements:

1 to 3 years of experience in financial operations

  • systems up-to-date with client information
  • accounting
  • out basic financial transactions such as wire transfers
  • with Brokers/Dealers
  • up new accounts

Additional Requirements:

Extensive background check with fingerprint identification



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