Full-Time Investment Operation Associate jobs in Wisconsin
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OPERATIONS ASSOCIATE
Gather & organize client information from meeting notes, financial documents, or from Advising team. In some cases, contact with account custodians will be needed to get updated account information. Monitor, update and maintain th...
Company | Bernicke Wealth Management, Ltd. |
---|---|
Address | Altoona, WI |
Category | Information Technology |
Salary | $36.5K - $46.2K a year |
Job type | Full-time |
Date Posted | 4 weeks ago See detail |
Operations Associate
Bernicke Wealth Management, Ltd.
Altoona, WI
$36.5K - $46.2K a year
Gather & organize client information from meeting notes, financial documents, or from Advising team. In some cases, contact with account custodians will be needed to get updated account information. Monitor, update and maintain th...
4 weeks ago seen See more...
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