Senior Operations Specialist
MAI WEALTH MANAGEMENT · Independence, OH
$50k – $63k/yrPosted 5h agoAccounting & Finance
Position summary
GENERAL JOB DESCRIPTION The Senior Operations Specialist is responsible for processing a variety of daily operational requests such as account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests. This role provides both strategic and tactical perspectives to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. In addition, the Senior Investment Operations Specialist partners with…
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