Associate Member Services Management
Company: VirtualVocations
Location: Lake Charles
Posted on: March 27, 2025
|
|
|
Job Description:
A company is looking for an Associate in Member Services and
Member Management.
Key Responsibilities
Process incoming investment partner information accurately and
timely
Monitor and reconcile investment partner files and General Ledger
accounts
Perform troubleshooting on investment-related problems and assist
with client issues
Required Qualifications
High School diploma or GED required; continuing education in
Business or Finance preferred
2 years of experience in data entry and analysis in a financial
setting preferred
Experience with brokerage/investment platforms preferred
Proficient in Microsoft Office Suite and 10-key
Knowledge of brokerage/investment processes
Keywords: VirtualVocations, Lake Charles , Associate Member Services Management, Executive , Lake Charles, Louisiana
|
Click
here to apply!
|
