Investment Operations Specialist Jobs in Petaluma, CA

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Operations Specialist

Hub International Insurance

profile Petaluma - USA

SummaryThe Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently records are kept accurate and compliance standards are met all while supporting the team in resolving operational challenges driving process improvements and liaising with corporate team.Es...

16 days ago
Full Time

Operations Specialist

Hub International Insurance

profile Petaluma - USA

SummaryThe Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently records are kept accurate and compliance standards are met all while supporting the team in resolving operational challenges driving process improvements and liaising with corporate team.Es...

16 days ago
Full Time

Investment Operations Specialist

Greater Chicago

profile Skokie - USA

Investment Operations Specialist Wealth ManagementWe are a fast-growing Chicagoland wealth management firm seeking an Investment Operations Specialist to lead our client onboarding process streamline trade workflows and maintain portfolio accuracy. Our culture is fast-paced collaborative and client...

21 days ago
Full Time