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Operations & Account Onboarding Specialist

Job in Mattoon, Coles County, Illinois, 61938, USA
Listing for: Zacks Investment Management
Full Time position
Listed on 2026-02-12
Job specializations:
  • Business
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Illinois is seeking an associate to join the operations team. The candidate will be responsible for providing operational and administrative support, including establishing new accounts, processing trade requests, and resolving account problems. Ideal candidates should have a Bachelor's Degree and 3-5 years of experience in a RIA Back Office or broker/dealer setting. The role requires strong communication and problem-solving skills, as well as familiarity with tools like Docusign and Salesforce CRM.
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