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Westlake RIA looking for Operations Associate Responsibilities: .Take on other operation related tasks including but not limited to: client communication, spreadsheet creation, plan building, etc. Required Qualifications: Bachelor's degree in Business, Finance, or related field Excellent interpersonal and communication skills Strong problem-solving and analytical abilities Familiar with financial products including: Mutual Funds, Fixed and Variable Annuities, 403b, IRA Qualified and Non-Qualified Accounts, etc. Proficient in Excel, MS. After registering you may be able to apply for this job directly (if still active) on ((None))'s site. Future job matches may be sent from Geebo approved job partners.
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