The Coordinator position with Ohnward Bancshares, Inc.’s Wealth & Retirement team supports Financial Advisors by managing client records, preparing review materials, and processing new business with compliance oversight.
Based in Maquoketa, IA, you will maintain Laserfiche files, communicate with clients and advisors, and assist with outreach and events while handling confidential information with professionalism and accuracy.
#J-18808-LjbffrWealth & Client Relations Operations Coordinator in maquoketa at Unknown Company
This position is listed as full time and onsite.