OakTree Staffing
Wealth Management Ops Specialist: Precision & Impact
OakTree Staffing, Tulsa, Oklahoma, United States, 74145
A financial services firm located in Tulsa, OK, is seeking a Wealth Management Operations Specialist. This role involves ensuring accurate transactional processes, developing risk mitigation strategies, and collaborating with various departments to provide support. Candidates should hold a Bachelor’s Degree in Accounting or Finance, and possess strong skills in communication, problem-solving, and securities operations.
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