Account Operations Specialist II — IRA & Onboarding
Listed on 2026-10-07
-
Administrative/Clerical
Business Administration -
Business
Business Administration
Broadview Group in Albany, NY is seeking an Account Operations Associate to provide high-level support to members and internal staff in daily operations of account functions including retirement services, online account opening, and records management. The role emphasizes compliance with regulations and quality member service.
You will process verification of deposit requests, handle mail, maintain reconciliations, generate reports, and collaborate with teammates to improve processes.
We would love to welcome a new Account Operations Specialist II — IRA & Onboarding to our organisation in City of Albany, NY, United States.
The position is based in City of Albany, NY, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 28.000 - 34.000.
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).