About the role
Role Description The Operations Specialist is a full-time, hybrid role based in St. Petersburg, FL, with some flexibility for work from home on Mondays and Fridays. This role is responsible for supporting daily operational processes, including account setup and maintenance, documentation processing, data entry, and workflow tracking. The Operations Specialist will coordinate with advisors, custodians, and other partners to ensure accurate and timely execution of client transactions and service …
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