March 27
🇺🇸 United States – Remote
đź’µ $50k - $75k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
• Part of the operations team responsible for client relationship management of a multi-location practice • Become familiar with custodian relationships, processes, and service teams • Prepare related forms and assist the advisory team in transaction processing • Process trades (buys/sells) and cost basis adjustments • Prepare and process client on-boarding and maintenance paperwork • Maintain database and workflows in our client relationship management system • Assist with multiple client and practice-related projects at the same time
• Bachelor's degree in Finance, Business or related field • 2+ years of experience in financial services or wealth management • Strong attention to detail and organizational skills • Ability to work effectively in a team-based environment • Proficient in MS Office suite and financial planning software
• Competitive salary • Health, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off and holidays • Professional development opportunities
Apply NowMarch 22
1 - 1
🇺🇸 United States – Remote
đź’µ $90k - $119k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
March 22
201 - 500
March 19
51 - 200
🇺🇸 United States – Remote
đź’µ $40k - $48k / year
đź’° $35M Series B on 2022-10
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
đź—˝ H1B Visa Sponsor
March 15
201 - 500
🇺🇸 United States – Remote
đź’µ $60k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
March 14
1001 - 5000
🇺🇸 United States – Remote
đź’µ $54.1k - $105.3k / year
⏰ Full Time
🟢 Junior
⚙️ Operations