ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Copeland Insurance Group
The Money Desk Specialist supports advisors and clients by processing a variety of money movement requests such as distributions, wire transfers, ACH setups, and trade orders. The role serves as a primary point of contact, providing timely service, clear communication, and operational expertise while collaborating with internal teams to resolve issues and improve processes.
Headquarters
Longview, Texas, United States
Company Size
51-200 employees
Founded
1962
Copeland Insurance Group is an independent insurance agency based in Findlay, Ohio, serving clients across the state. Founded as a modern revival of a trusted family legacy, they offer a wide range of personal and business insurance solutions, including home, auto, life, commercial property, and industry-specific coverage. As a locally rooted agency, they emphasize one-on-one guidance, attentive service, and building lasting client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Copeland Insurance Group.
Copeland Insurance Group didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role
Client Service Associate- White Pine Wealth Management
Hightower
Back Office Money Movement and Reconciliation Specialist
Goldman Sachs Asset Management
Back Office Money Movement and Reconciliation Specialist
Goldman Sachs
Back Office Money Movement and Reconciliation Specialist
Goldman Sachs
Analyst
Goldman Sachs Asset Management
Analyst
Goldman Sachs