Financial Specialist

Job Title: Financial Planning Operations Specialist
Job Category: Financial Institution
Location: On-site (not a remote role) Atlanta, GA
Work Hours: 9am to 6pm (flexible hours)
Pay: Starting annual salary is $45,000 to $55,000
Benefits: Included
Certifications: Series 7 & Series 65 preferred
Responsibilities:
The main goal of the Financial Planning Operations Specialist is to improve the financial performance of the organization by managing simple financial transactions, updating databases with account information, and collaborating effectively with brokers, clients, and corporate management.
Requirements:
1 to 3 years of experience in financial operations
systems up-to-date with client information
accounting
basic financial transactions such as wire transfers
with Brokers/Dealers
up new accounts
Additional Requirements:
Extensive background check with fingerprint identification