Operations Associate - Symonds Wealth Management
Kestra Financial Independent Advisor(2 years ago)
About this role
An Operations Associate at Symonds Wealth Management is an entry-level role within the firm's operations team based in Fort Worth, TX. The position reports to the Operations Manager and is part of a retirement planning and investment management firm.
Required Skills
- Computer Skills
- Phone Communication
- Organizational Skills
- Persistence
- Data Entry
- Customer Service
- CRM
- Cashiering
- eMoney
Qualifications
- College Degree (Preferred)
About Kestra Financial Independent Advisor
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