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Investment Operations Associate
Job in
Southfield, Oakland County, Michigan, 48076, USA
Listed on 2026-02-16
Listing for:
Center for Financial Planning, Inc.®
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial planning firm located in Southfield, Michigan is seeking an Investment Operations Assistant to join its wealth management team. Responsibilities include developing industry understanding, assisting with client requests, and conducting investment research. Ideal candidates will possess strong interpersonal skills and a drive for service excellence. The role offers a supportive environment with numerous perks, including professional development opportunities and a competitive compensation package.
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Position Requirements
10+ Years
work experience
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