Associate Operations Specialist

Associate Operations Specialist - Oarsman Capital (www.oarsman.net)

Position Summary
The Associate Operations Specialist provides foundational support to the operations team by assisting with account documentation, data entry, and routine service tasks. This entry-level role is designed for a detail-oriented individual who is eager to learn the financial operations function, support client service workflows, and grow into more advanced responsibilities over time. The role focuses on accuracy, organization, and supporting the smooth flow of daily operational work.

Reports to: Office Manager

Key Responsibilities

• Prepare and organize client paperwork for account openings, transfers, and updates.

• Enter client and account da...