Operations Assistant

3 weeks ago


Oklahoma City, United States Windle Wealth Full time

Windle Wealth, an investment firm, is seeking an experienced Operations Specialist to handle all aspects of our day-to-day operations. This includes but is not limited to paperwork, account opening, transfers, ACH and money movement. The ideal candidate will have a minimum of 3 years of experience in this field and a proven track record of success.


Key Responsibilities:


  • Handle all paperwork related to accounts.
  • Open new accounts and assist with account maintenance
  • Handle all money movement, including ACH, transfers and wire transfers
  • Ensure compliance with all regulatory requirements
  • Maintain accurate records and perform regular audits


Qualifications:


  • Minimum of 2 years of experience in operations within an investment firm
  • Strong knowledge of regulations and compliance requirements
  • Excellent attention to detail, extremely organized and ability to multitask
  • Strong communication and interpersonal skills
  • Proven ability to work well under pressure and meet deadlines


At Windle Wealth, we pride ourselves on providing excellent customer service and are looking for someone who is extremely good with people. If you are not a people person, please do not apply. If you have a passion for people and the financial industry and are looking for a challenging and rewarding opportunity, we would love to hear from you.


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