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Position: Wealth Management Operations Specialist

Compensation: $19 /hour

Location: Tulsa, Oklahoma

Inceed has partnered with a great company to help find a skilled Wealth Management Operations Specialist to join their team!

Are you ready to join a dynamic team in the financial sector? This is a fantastic opportunity to work with a leading company where you’ll play a key role in managing operations and supporting wealth management services. This role is open to bring fresh talent to the team, focusing on administrative and data entry tasks. Your contributions will be crucial in maintaining the efficiency of the operations, offering you a chance to grow and learn in a supportive environment.

Key Responsibilities & Duties:

• Manage workflow queues to update WMS fees
• Participate in special projects as assigned
• Provide backup support for business group needs
• Collaborate with management to document processes

Required Qualifications & Experience:

• Strong administrative and data entry skills
• Ability to work independently and in a team
• Excellent communication and organizational skills

Nice to Have Skills & Experience:

• Previous experience in financial operations
• Familiarity with wealth management services
• Experience in a fast-paced work environment

Perks & Benefits:

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit

If you are interested in learning more about the Wealth Management Operations Specialist opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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