Investment Operations & Client Services Assistant

Sutton Bank in Mansfield, OH is seeking an administrative support professional to assist an Investment Advisor. You will process transactions, prepare documents, maintain client files and coordinate meetings, with emphasis on accuracy and timely service.

Responsibilities include data entry, scheduling, client communications, and supporting marketing efforts while ensuring compliance with policies. Previous office experience and strong communication are valued.

The following role is for a Investment Operations & Client Services Assistant with Sutton Bank.

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This posting is for the Investment Operations & Client Services Assistant role at Sutton Bank, based in Mansfield, OH, United States.

We are looking to fill the Investment Operations & Client Services Assistant position at Sutton Bank in Mansfield, OH, United States.