What are the responsibilities and job description for the Operations Specialist position at &Partners?
Operations Specialist – &Partners
At &Partners, we’re redefining wealth management by putting people first.
We’re looking for Operations Specialists who are detail-oriented, client-focused, and eager to learn. In this role, you’ll support key operational functions including asset movement, account maintenance, document processing, advisory services, account transfers, estates, annuities, margin, and alternative investments.
What You’ll Need:
- Strong written and verbal communication skills
- Attention to detail
- Proficiency in Microsoft Office
- Preferred: Experience in annuities, advisory services, or back-office operations
What We Offer:
- Competitive salary and benefits (medical, dental, vision, 401k with company contribution)
- Opportunities for growth and professional development
- A collaborative and supportive work culture
If you thrive in a fast-paced environment and enjoy problem-solving, we want to hear from you. Come be part of something great.
&Partners is an equal opportunity employer.
