Operations Associate

3 weeks ago


fort lauderdale, United States Ascendo Resources Full time

We are seeking a new account processor who is willing to join our client - a leading wealth management broker dealer. In this position, you will be responsible for the following:

  • Manage day to day new business and service processes
  • Process all new business paperwork such as account opening, investment form completion and insurance product paperwork.
  • Act as SME with CSA and Paraplanner to keep clients with sound up-to-date information as needed
  • Account maintenance on existing clients as needed
  • Support team members in other ad hoc projects as needed.

Requirements

  • 2+ years of experience within a wealth management, financial planning or private banking environment.
  • Bachelor's degree in related field
  • Keen attention to detail and good organizational skills
  • Ability to multitask and work in a fast-paced environment



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