Operational Support Specialist

3 weeks ago


Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time
Role Responsibilities

The Operational Support Specialist will be responsible for interfacing directly with clients to complete service requests, assisting with operational procedures, and coordinating reporting and cash management within client accounts.

In addition, the candidate will assist with the completion of investment trades within client accounts, manage data within portfolio management software, and perform monthly audits to ensure accuracy.



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