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Your return of investment starts with your operations
In a fast-paced industry, successful operational professionals lead with ambition and curiosity along with the ability to adapt to any changes your custodian throws at you. With a whole lot of savviness mixed in with a little bit of sweat, our team supports the most critical functions of any financial planning and investment management firm.
Why We're Different
Our team receives:
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Specialized training and demos from established and up-and-coming fintech providers and custodians
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Internal ongoing training and development
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Critical everyday operational support through Slack
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Troubleshooting assistance with technology or paperwork
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Advisor relationship support
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Fun and flexible work schedule
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Emphasis on work and life balance
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