More jobs:
Investment Admin & Client Operations Specialist
Job in
Olde West Chester, West Chester Township, Butler County, Ohio, USA
Listed on 2026-07-21
Listing for:
DLAK Wealth Advisors
Full Time
position Listed on 2026-07-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry -
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
DLAK Wealth Advisors in West Chester, Ohio is seeking an Investment Admin II to join our fast-growing team. This role supports operational and administrative functions, ensuring efficient client service and accurate data handling across onboarding, account activity, and communications.
You will maintain spreadsheets, keep CRM data up to date, coordinate meetings and team calendars, and assist with client-facing events and content creation for newsletters and podcasts.
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