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Advisor Operations Associate — Client Accounts & Reconciliations
Job in
Jasper, Dubois County, Indiana, 47547, USA
Listed on 2026-06-22
Listing for:
Springs Valley Bank & Trust Company
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Springs Valley Bank & Trust Company is seeking a Financial Advisory Group Operations Specialist I to handle operational duties for the Financial Advisory Group. This role involves maintaining client accounts and supporting Financial Advisors in a rapidly growing department with opportunities for advancement.
The ideal candidate will possess a Bachelor’s degree in finance or related field, or equivalent experience in financial/accounting. Key responsibilities include processing transactions, maintaining filing systems, and reconciling accounts, along with customer inquiries and administrative tasks.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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