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Investment Ops Specialist: Onboarding & Reporting

Job in Independence, Cuyahoga County, Ohio, 44131, USA
Listing for: MAI Wealth Management, Inc.
Full Time position
Listed on 2026-05-20
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 65000 USD Yearly USD 55000.00 65000.00 YEAR
Job Description & How to Apply Below
MAI Wealth Management, Inc. is seeking a Senior Operations Specialist in Independence, OH. This role involves processing operational requests related to account management, reporting, and trade settlements. Candidates should have a degree in Finance or Accounting, at least 3 years of experience in securities operations, and proficiency in Microsoft Office. The position emphasizes teamwork, strong communication skills, and adherence to high ethical standards.

A competitive salary range of $55,000 to $65,000 annually is offered.
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