Operations, Investments Specialist

Job Title: Operations, Investments Specialist
Level: Entry-Level
Location: Westlake, OH
Position Type: Full-Time

Schedule: Onsite (Hybrid eligible based on tenure and performance)
Education Level: Bachelor’s degree preferred (Finance, Accounting, Business or related field)

The Operations, Investments Specialist plays a critical role in reviewing and processing investment documentation to ensure compliance, accuracy, and efficiency. This position acts as a liaison and single point of contact for clients, advisors, and asset sponsors—providing high-touch service and timely communication throughout the investment process. Attention to detail, strong communication skills, and the ability to manage multiple priorities are essential to success in this role.

• Review and process new investment documentation to ensure completion and accuracy including promissory notes, real estate, precious metals, REITs, entities, etc. within an IRA
• Serve as the primary liaison for clients, advisors, and asset sponsors, delivering exceptional service via phone and email
• Maintain ongoing communication and status updates to all relevant parties throughout the investment cycle
• Answer incoming calls and initiate outbound communication with clients, advisors, and third parties to gather or clarify information
• Accurately execute investment requests while striving for a zero-error processing rate
• Build and maintain positive relationships with high-net-worth clients and industry professionals
• Collaborate with internal departments to enhance the client and investor experience
• Demonstrate sound judgment in resolving issues or escalating when appropriate
• Support teammates and contribute to a collaborative team environment
• Perform other duties and special projects as assigned

• Associate’s degree in Business, Finance, or related field;
  Bachelor’s degree preferred (Finance, Accounting, Business or related field)
• 3+ years of experience in an operationally focused or transaction-processing environment preferred
• Experience in real estate, investments, banking, or financial services highly desirable
• 3+ years of client service experience, preferably working with high-net-worth individuals
• Proven ability to manage projects from initiation through completion

• Proficiency in Microsoft Office Suite (especially Outlook, Word, and Excel)
• Basic knowledge of Customer Relationship Management (CRM) software preferred
• Familiarity with IRS guidelines related to retirement accounts preferred
• Ability to type a minimum of 45 WPM preferred
• Basic 10-key data entry skills

In addition to iPlanGroup’s core values and competencies—
Trust and Respect, Transformational, not Transactional, Unleash Potential, Solution Focused, and All In
—this role also requires:

• Communicates Effectively
• Customer Focus
• Plans and Aligns
• Think Strategically

This position operates in a professional office setting and uses standard office equipment daily. The role requires regular communication, extended periods of sitting, and occasional movement including reaching, lifting, and bending.

Job Type: Full-time

Pay:
From $23.00 per hour

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

• Westlake, OH 44145 (Required)

• Westlake, OH 44145:
  Relocate before starting work (Required)

Work Location:

In person