Oriented Investment Operations Specialist
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-05
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: City of Rochester
A wealth management firm is seeking an Operations Specialist in Rochester, NY. The ideal candidate will manage day-to-day investment and insurance operations, with a focus on account opening and maintenance. Responsibilities include processing investment accounts, executing trades, and establishing insurance policies. The role requires strong organizational skills, attention to detail, and relevant licensing. An enthusiastic, growth-oriented attitude is essential for helping clients achieve financial planning success.
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