Entry-Level Investments Operations Associate
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-08-24
Listing for:
iPlanGroup
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
iPlanGroup in Westlake, OH is seeking an Operations, Investments Specialist. This entry-level role reviews investment documentation for accuracy, serves as the primary liaison with clients and advisors, and maintains timely updates throughout the process.
Strong organizational and communication skills are essential, with 3+ years in client service or transaction processing and familiarity with IRS retirement rules. Hybrid eligible after tenure; pay starts /hour.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×