Top 8 Finance operations occupations Jobs in Maumee, Oh

Wealth Management Operations Associate
Pursuit Sales Solutions —Toledo, OH
- $65,000 - $100,000 a year
- Email
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
13d
Client Experience Coordinator
TFO Wealth Partners, LLC —Maumee, OH
- Full-time
- Mid-level
- Bachelor's degree
- Computer skills
Client Operations Specialist
Piazza Wealth Management —Toledo, OH
- $50,000 - $60,000 a year
- Part-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
1d
Director – Financial Due Diligence (Quality of Earnings)
Hollywell Partners LLC —United States
- CPA
- 5 years
- Finance
4d

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Wealth Management Operations Associate

Pursuit Sales Solutions -
Toledo, OH

Quick Apply

Job Details

Full-time
$65,000 - $100,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance

Qualifications

Customer communication
Teamwork
Administrative experience
Attention to detail
Client services
Organizational skills

Full Job Description

Client Service Associate — Wealth Management

A growing independent wealth management firm in Toledo, Ohio is seeking a Client Service Associate to support its financial advisors and day-to-day investment operations.

This is an excellent opportunity for someone with direct experience in wealth management, brokerage, investment advisory, or a financial-advisor office who enjoys working behind the scenes to ensure client accounts, paperwork, transactions, and service requests are completed accurately and efficiently.

The ideal candidate is organized, dependable, detail-oriented, and comfortable working independently within a collaborative small-team environment. Because this is a growing firm, this person will have the opportunity to make a visible impact, take ownership of important responsibilities, and wear multiple hats.

Responsibilities

Support financial advisors with client-account administration and operational requests
Open and maintain brokerage, investment, and retirement accounts
Process account transfers, withdrawals, distributions, and beneficiary changes
Prepare and review new-account paperwork and other client documentation
Communicate with custodians, broker-dealers, clients, and internal partners
Track outstanding paperwork, service requests, and transactions through completion
Prepare reports and materials for client meetings
Maintain accurate, organized, and compliant client records
Assist with trading and investment-account operations when appropriately licensed
Support other administrative and operational needs of the firm

Position Highlights

Strong Base Salary (very flexible, just depends on experience)
Opportunity to grow alongside an established independent wealth management firm
Small, collaborative team where your contributions will have a visible impact
Varied responsibilities and the opportunity to take ownership of key processes
Employer-paid health insurance for the employee
Dental and vision coverage available
Full-time, in-office position in Toledo, Ohio with some work from home flexibility when needed

Qualifications

At least two years of experience in wealth management, brokerage, investment advisory, or a financial-advisor office
Experience supporting financial advisors with client service or investment-account operations
Familiarity with account openings, transfers, distributions, brokerage paperwork, asset movement, or custodian processes
Strong customer-service and communication skills
Exceptional organization, accuracy, and attention to detail
Ability to manage multiple priorities and follow requests through completion
Comfortable working independently and wearing multiple hats within a small office
Series 7 preferred but not required
Experience executing trades or supporting investment operations is a strong plus

This role is best suited for someone with direct wealth-management or investment-account experience. General retail banking, lending, insurance servicing, or administrative experience without investment-industry exposure will not provide the background needed for this position.

Please apply directly or send your resume to [email protected].

Pay: $65,000.00 - $100,000.00 per year

Benefits:

Dental insurance
Health insurance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance operations occupations jobs in maumee, oh

Wealth Management Operations Associate

Client Experience Coordinator

Client Operations Specialist

Director – Financial Due Diligence (Quality of Earnings)

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