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2315 E. Empire Suite 2
Bloomington, IL 61704
Investment Operations Associate
Category: Financial Services
DescriptionThe Operations Associate plays a critical role in the back-office functioning of the firm.  With responsibility for day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.   Responsibilities & Activities·         Schedules and confirms appointments·         Prepares call tracking report·         Mails birthday cards and gifts· more
Lauren Dennewitz
Phone:(309) 663-9477