Operations and Planning Coordinator

4 days ago


HoweyintheHills, Florida, United States WestPoint Financial Group Full time
Key Responsibilities
  • Create customized investment proposals that meet the needs of our clients.
  • Manage account openings, service requests, and ongoing maintenance with precision and attention to detail.
  • Track asset movement and ensure seamless execution.

Our ideal candidate will possess excellent communication skills, be highly detail-oriented, and have a proven ability to work well under pressure.

A relevant degree and 2+ years of administrative experience are required, with proficiency in Microsoft Office and various software systems.



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