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Financial Operations Specialist
Job in
Plymouth, Marshall County, Indiana, 46563, USA
Listed on 2026-07-11
Listing for:
Threadneedle group
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Banking & Finance, Accounts Receivable/ Collections, Financial Advisor / Consultant, Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
Ameriprise Financial, through a franchise owner, seeks an Operations Specialist to handle timely trades, deposits, and money transfers for client accounts. You will work under the direction of Financial Planners, providing accurate reporting and client updates in a collaborative office setting.
Responsibilities include processing trades, deposits, transfers, and account openings, while ensuring accuracy and adherence to guidelines.
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